Get To Know YOUR MONEY Better
Have you made financial decisions you didn’t understand, that didn’t feel right? Do you want clarity about your choices?
So did I, that's how I got here.
FINDING MEANING IN MY STORY
rich ideas from the past
Like an Academy Award (or any award for that matter) I have LOTS of people (and I do mean lots) to thank. Focusing in the now, I have to say thank you to my Auntie for asking me to present on John Wesley Smith in 2020. He's my great, great, grandfather. This appreciation comes as I realize this story is connected to who I am and what I do - with ambition, excellence and integrity.
Until I heard myself telling his story, it was unknown to me that this idea of the financial world and its inter-workings, flows through my veins - literally. The fact that my mom worked at the bank, is more than enough reason to share the world of money. today.
FINDING MEANING IN MY STORY
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FINDING MEANING IN THE STORY
The Start Of It All
Ready To Get Started Here Today And Achieve This Amazing Thing?
developing YOUR moneyAYE(R)
Empower Your Financial Journey: Unlock Confidence and Clarity
Master Your Money: Transform Insights into Action
Financial Assurance for Every Decision Maker
f-word principles
The Full Story
Meet me where you are and achieve clarity, consistency and peace of mind with F-Word Principles. Do something different, fun and enlightening.
During our time together we’ll explore four modules:
Module 1 – F-Words defined to understand when and why they apply to you
Module 2 – Spot financial gaps and overlaps through a discovery process designed to help you identify goals and protect your greatest assets
Module 3 – Explore simple to use and easy to understand tools creating a clear path to financial success
Module 4 – Put it all together in a custom plan designed by you and supported with my “financial Aye™©
moneyAye®
What is a moneyAye®? An intriguing (and can be a) powerful tool helping me and others like me, understand their financial situations.
"Eye opening process emphasizing connections to financial wellness"
designed through the experiences of living, growing, and changing when it comes to financial decisions. Through a process designed to explore goals, create financial terms only you can use, identify gaps and opportunities to make different money moves, assessing cash flow and many other unique activities opens your moneyAye®. You are guaranteed to have the ability to find financial means when the situation arises. You’ll have a solid foundation for confidence as you sift through information about finances and money solutions.
FASTER TO FREEDOM
For the Legacy Minded...
Recalling the long process after losing a loved one, many families find it hard and sometimes painful to address the estate of the deceased repeatedly after death. As I pondered on the idea of how to leave a legacy, a gift, or “bequeath”, I found out EVERYONE (and I mean everyone) has an estate play. A better question to ask is which estate plan did I have?
MAKE THE MOST IMPACT - ATTEND our DEMO of an Estate Planning Software!
WHAT OUR CUSTOMERS ARE SAYING
PROVEN OUTCOMES
T. Carpenter, NC
"a Medicare Beneficiary it has been a blessing having you beside me"
BEN JENNINGS, ID
BOB SUMMERS, CA
DOES THIS SOUND LIKE YOU?
Overcome Objecstions and Limiting Beliefs
- Item Three: The market is in a downturn (environment)
TELL WHAT YOUR MOVEMENT IS ABOUT
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*based on 25 year old, working until 67 starting at $35,000/year with 5% annual salary increases.
TELL WHAT YOUR MOVEMENT IS ABOUT
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