1. Understand your financial situation and goals
In addition to being expert real estate agents, we are also certified Dave Ramsey financial coaches who are competent in helping you with your finances.
In our initial consultation, we'll help you answer questions like:
- Where should I invest my money?
- How should I allocate my incoming funds?
- How can I break the cycle of living paycheck to paycheck?
- What steps can I take to improve my financial situation?
We want to truly understand your struggles and goals so that we can properly guide you.
2. Organize finances
We'll dive into the numbers by organizing your finances in a spreadsheet to clearly understand your current situation. We'll list out all of your debts, expenses, and income to look for opportunities for improvement.
3. Implement the plan
By the end of working with us, you'll know how to manage your finances better and have a practical plan for you to follow that will put you in a better financial situation.
