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Here's What We've Learned
&
"What you need to know"
-A short story, with a big ending.
"Worth the 3 minutes! Loved Every Second, Amazing Plot twist!" -Landon (Utah)
Click the Arrow On The Right to See the Magic.
"I never saw that coming. Literally Saved me, like, 30,000 Dollars." -Logan (Utah)
"It looked like a lot, but I am glad I read it... As exciting as money gets!" -Loren (Texas)
Let's look at some Real Stories.
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Wanting an upgrade
Think remodel, Swimming pool, the works!
Wanting to Upgrade
Bart and Audrey wanted to put in a new swimming pool and make a few home improvements. We quickly gathered their information (see Free Up Money Form). When we ran the numbers considering the various options available including tax implications—we found that through a restructure of their debt and then allocating freed up funds and placing funds into a money management fund we were able to provide a plan wherein they could put in the pool and make the desired home improvements AND put them in a better situation by $43,000 than the path they were considering.
Debt Relief
All sorts. We've got you.
Spiraling Debt
Ms. Hepburn was heavily burdened with credit cards and other consumer debt, and she was spiraling downwards. We created a plan wherein we refinanced her mortgage, restructured her debt and placed her in an investment strategy wherein she was able to reduce her monthly out-go to match her monthly inflow and start building a reserve and retirement fund.
Retirement?
Is your plan as good as your golf game?
Retirement
Brandon's current trajectory of savings/investments put him in a position where he was on track to retire at age 69. We did a "house in order" plan for Brandon and were able to create a plan wherein he would be in a position to retire at age 61, without any additional cash investment needs.
Bad Loan
Not all loans are created equal.
Bad Loan
John Castaleda was contacted by a large national lender. When we met him he was about to close on this loan. We did a house in order analysis and found that if he went the route of this loan he would be in a worse situation in 5 years. We placed him in a loan better suited for his particular needs that improved his situation by $20,000 in 5 years rather than worsening it.
Let's Get Started.
It's easy, and no junk mail. Just Real People Who Really Get it.
Finally, Someone Who is
Actually On Your Side.
Start here to get started with your custom plan. Real people are ready to help at any stage, simply chat on line, or call:
801-797-0477