Some of my greatest rewards in 2009 were provided to me by my clients that established a budget with me and then meeting each month to make sure that they stayed on track.
I learned, through my clients, that you are never too poor or too rich that you can survive and reach goals without a budget and a plan for the next 12 months.
Sticking with a budget is like spring cleaning, throwing away things that you never use. In my first appointment we go over the workbooks and software that helps you determine your starting point your current debts and expenditures and also your goals.
The second meeting we analyze the material you gathered and eliminate the “stuff” that doesn’t fit. Hourly, monthly meetings keep all on track and the results are usually beyond my clients expectations.
The positive result is that new habits habits are formed which will help you achieve your lifetime goals; financial, family, and retirement.
I now work with clients in this area that make anywhere from $50,000 a year to $500,000 a year.
Many of my clients come from my real estate practice and the rest from referrals. If this is of interest, please call me at 602-989-1592.
Ask not for whom the telephone bell tolls; if thou art in the tub, it tolls for thee.
Have a great day!