My Story
1
Do we know where our money comes from at every stage of our lives?
2
Do we know where it’s all going?
3
Do we have a way to control it?
4
Are we able to make financial decisions and plans with confidence?
Unfortunately, the answer to every question was a big “NO”
As a matter of fact, when it came to our money, we felt like every day was a guess and that our future was unknown.
We were very uncomfortable and felt like things seemed to get more out of control with every passing month.
When we looked for help, we found many programs and methods, but none of them seemed to make it any easier. They were either sales pitches made to look like solutions, or expensive, complex programs that drowned us in tons of unnecessary information and required us to invest significant amounts of time that we didn’t have.
With money being such an important and integral part of our lives, I couldn’t understand why this was such a mystery to nearly everyone I met. So, I took it upon myself to learn all I could about personal financial management.
The result of my efforts was a methodology that:
Gave us insight into every aspect of our finances.
Gave us control over our day-to-day transactions.
Helped us plan effectively for our future.
Put our money on autopilot.
Helped us systematically build wealth faster.
It was easy to understand, fast to implement, and effortless to maintain…
so we left it in place and focused on the parts of our lives that mattered most to us.
After 8 years of using the methods and practices that I developed we were asked to share them with small groups, and then larger groups, and then companies. It was exciting to watch large numbers of hardworking families learn how easy it is to get their financial house in order and keep it there.
There was also the great added benefit of finally being relieved of the stress, anxiety, and administrative burden of managing money.
I watched as hardworking families achieved financial wellness and realized that the reason everyone was being so successful was the same reason we were successful. The methodology I developed is Easy to Understand, Fast to Implement, and Effortless to Maintain.
Over the years we have:
Worked with countless families to achieve financial wellness.
Served as a catalyst in hundreds of saved marriages.
Helped struggling families turn their lives around because they finally had a way to systematically solve their financial issues, make decisions and plans with confidence, and live the life they are working so hard to have.
My desire for everyone is to enjoy the happiness and peace that come with seeing your current financial position with clarity, living each day with confidence, and designing and living the future you want.
“It is fun to have fun, but you have to know how.”
Dr. Seuss
It’s fun to design your future, but you have to know how. Complete Financial Wellness is how.
Let’s get started designing your future! It’s fun!
See you in class!
