What Does Your Financial Pathway Look Like?

Everyone is different and has unique needs, goals, situations and dreams and we realize this.  As we use the 7 Steps to getting out of debt, creating a plan, and building wealth, you will begin to see how your skills, talents, family makeup and all the wonderful things that make up YOU begin to fit into the plan.  

Four Walls Strategy

We want to make sure that no matter where you are at in the 7 Steps that your Housing, Food, Transportation, and Clothing are taken care of first.  

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The 7 Steps to Building Wealth

Baby Emergency Fund

$1000 in savings as fast as possible
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Invest into Retirement

15% of household income into
​Roth IRA's and 401K's

Debt Snowball

List all debt, smallest to largest and begin to attack them

Save for Child's College

Save for your children's college

Big Emergency Fund

Build up 3-6 months of expenses
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Pay off Home Early

Pay off your home and be free!

Build Wealth and Give

There is nothing more fun and satisfying than having more than you need and being able to give away to others in need. ​

What Our Client's Are Saying

Rob

"We would've never gotten out of that hole without your help. We have come along way."

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