Happy St Paddy’s Day!
The three green leaves of the Shamrock is more than the unofficial symbol of Ireland and one of the marshmallows in Lucky Charms. The Shamrock has held meaning to most…
Your Journey – Step 6: Investing In You
"Ever heard that saying 'a penny saved is a penny earned'? Well this is how it happens." The opinions voiced in this material are for general information only and are…
Your Journey – Step 5: Annualize Your Budget
"We're going to create a bill schedule for you...remember: the more information you share, the more honest you are with yourself and your budget, the better things will be." The…
Your Journey – Step 4: Make a Financial Paydown List
"Let's review a strategy for getting those debts paid down quicker than you thought possible. Starting with the smallest balance." The charts in this video are for illustrative purposes only. The…
Your Journey – Step 3: Minimize Your Temptation
"If you're already struggling with finding your financial freedom, the last thing you need is another credit card." The opinions voiced in this material are for general information only and…
Your Journey – Step 2: Finding a Good Tracking System
"Our lives are so busy and things just get in the way. That's why it's so important that this process becomes part of your routine." The opinions voiced in this…
Your Journey – Step 1: Gather Important Documents
"Sometimes, it's easy for us to turn our heads or look away if it's something that makes us uncomfortable. But hey, you're here. That mean's you're ready to take control.…
A 6-Step Journey To Your Financial Future
"Talking about money is really intimidating sometimes, even for me. But helping people invest and manage their financial future is something that I do...you deserve to feel confident." The opinions…
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