LET'S GET YOUR FINANCIAL HOUSE IN ORDER

ARE YOU READY TO BUILD WEALTH?

LET'S GET YOUR FINANCIAL HOUSE IN ORDER

ARE YOU READY TO BUILD WEALTH?

ABOUT US

LEARN ABOUT THE MOVEMENT

The Buildwealth Movement is a financial education initiative that will encourage people to address their biggest concerns as it relates to their financial status. People avoid having serious financial planning conversations for fear of embarrassment or judgement. There needs to be a shift from the reactionary stigma that is connected to financial planning. Financial planning is something that must be proactively done. The Buildwealth Movement plans to show people how simple financial planning can be, by meeting them right where they are.

Many people go through life without having a formalized game plan as it relates to their financial obligations. We all have a strong desire to have financial peace of mind when it comes to our financial decision making, yet many of us will never experience that feeling. The Buildwealth Movement exists to change that reality, and it will achieve this by helping people change the way they THINK and FEEL about money. 

Here are some common issues:

  1. Many people do not have a financial plan
  2. Many people do not have a trusted financial planner/adviser/counselor/coach, and
  3. Many people have trouble deciphering all the financial products/services information that’s constantly being marketed to them.

Providing solutions to address those issues is the why The Buildwealth Movement was created.

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OUR SERVICES CAN HELP YOU

Pick Mr. #Buildwealth's Brain

This is only a call and it's the most affordable option. This is a good option for someone who isn't quite sure what they want to do but needs to talk through a few things to help get them moving in the right direction. (Minimum call length 15 minutes)

I Know What I Want

This is an option for someone who wants to only discuss a few specific areas as it relates to their #buildwealth plan. Meetings can be in-person or virtual.

#Buildwealth Playbook

(4 meetings required) This is for someone who wants to do EVERYTHING! We will leave no stone unturned as it relates to your #buildwealth plan. We will utilize software to keep everything in one spot so you can review and make updates at your leisure. Meetings (which will be conducted on a quarterly basis) can be in-person or virtual.

WHY WAIT? LETS TAKE CONTROL OF YOUR FINANCES TODAY

YOU NEED THIS BOOK

The #Buildwealth Challenge

The #Buildwealth Challenge is here to change the way you THINK and FEEL about money. The 8 challenge questions in this book require you to do one thing…be honest! Once you come to terms with your current financial situation, it will be easier to move forward on your #buildwealth journey. 

This book will provide you with the fundamentals. If you can take these lessons and apply them to your financial situation, you will begin to see progress immediately. However, do not take on more than you can handle. Financial planning can be overwhelming at times and it’s recommended that you go at a pace that suits you. 

Whether you are just starting out on your #buildwealth journey or you are in need of enhancing the plan you currently have, your financial plan will ALWAYS be a work in progress. There are 8,760 hours in a year, so give your financial plan the attention it deserves. Good luck with the challenge!

You’re the best financial advisor! The Joneses are now officially financial rockstars. We - yes even my husband - has participated! - I have been steadily checking off all the items on our financial to do list you helped me create. We have a more items to check off but we continue to evaluate our potential future needs and our ability to secure those. I feel so much more confident in our family’s financial legacy. Thank you!!
In 30-minutes my entire retirement outlook changed. I've always heard the warning messages from the baby boomers advising us millennials to contribute to retirement while we're young. But with student loan payments, car notes and obligatory happy hours I never saw the draw of putting away what was left of my disposable income into a retirement savings vehicle. Tonight's call illustrated in simple yet concrete language the realistic reason why saving for retirement needs to be a daily habit for us all. My outlook on retirement will never be the same.
So confession time…lol. The truth is, I know deep down in my spirit I need to be doing better with my money and it's something I have been putting off for the longest time and I'm thankful I'm taking responsibility now. I plan on making my financial vision board this weekend. I don't want money to "rule me" but I do want a better understanding of how to make money work better for me and my current and future family(children/spouse). I appreciate all that you’ve done thus far for me on this journey!

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How to Save Money and Create a Budget

Everything You Need to Know About Credit

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