"The best way to predict the future is to take control, take charge, and create it!"
--Patricia Stallworth
Services
"Both poverty and riches are offspring of thought."
--Napoleon Hill, Think and Grow Rich
Financial Plans
Financial Plans:
It all begins with a plan. A plan provides a roadmap for you to follow to get to where you want to go. Plans can provide an overall strategy based on the goals you have in the major areas of your life or focus in on one specific goal like retirement. In general, plans save time, money, and they make decisions easy because choices either move you closer to or away from your goals. And, when possible, you want to avoid moving away from your goals.
One of the top reasons people give for not achieving their goals is that they don't know what to do. Minding Your Money's financial education seminars are designed to specifically to get you off to a good start and provide a good foundation in the basics.
Seminars are available in three formats: live seminars, teleseminars, and audio CDs. We encourage clients to use a variety of formats to grow your money skills at their pace.
We also conduct customized private seminars for groups of 10 or larger. Contact us if you would like more information on this valuable service for your workplace or organization. more...
Want more info? Send us an email or join our mailing list and receive information on upcoming seminars. Also visit our store for self-study materials.
While the Minding Your Money financial education seminars focus on general concepts, coaching makes it specific to your situation. Coaching begins with an analysis of your personal situation then a customized plan is developed that details the areas to work on along with a priority schedule. Next the level of coaching is decided and sessions including review sessions are scheduled as a part of the program.
Coaching may last for one session or many sessions based on your needs and may be scheduled on an individual basis or in a group setting. more...
Consulting is similar to coaching but it involves a more hands on approach. Like coaching, consulting begins with a needs analysis and then the development of a plan of action. The difference is that we may perform some or all of the tasks in the action plan versus just guiding you through the process as in coaching. more...
Depending on your situation, you may need just one or a combination of our services to get your financial life on track. Give us a call at (770) 495-0095 and let us put together a customized plan to fit you.
"The best time to plant a seed and grow a tree was 20 years ago; the next best time is now." -- Chinese Proverb