1 – Fully Assess and Monitor Current Financial Situation
- Financial planning tools, such as Emoney, Money Guide Pro and Riskalyze, complement detailed one on one time with the client and are utilized to help review assets, liabilities, cash flow & safety nets/insurance.
2 – Establish a Finish Line
- When is Enough Enough?
- Review or Establish Goals, Dreams, Values, Passions & God-Given Purpose
3 – Plan How to Get From Here to There (Six Principles of Financial Freedom)
- Have a Stewardship Mindset
- Effectively Manage Income/Cash Flow
- Minimize Your Debt
- Build Liquidity (Safety & Margin)
- Think Long-Term with Goals & Investing
- Engage in Strategic Giving – Make a Difference
