Achieving Financial Freedom can be rewarding, but it comes at a cost,

An individual will be required to possess financial skill sets and disciplines that are known yet difficult to practice regularly. Skill sets such as understanding how to budget, possessing the discipline to adhere to the budget and possessing a concrete understanding of how to employ the formula that the rich have been employing for centuries. As it understood that financial literacy and discipline isn’t necessarily something that we are all equipped with the Financial Independence Program will help to build your necessary skill sets, strengthen your discipline and cement your understanding of the “formula”. 

Step 1: Establish what it means to be "Financially Free"

All too often I hear millennials explain that they “want to be their own boss” or “retire early”. They then tend to follow up with aspirations of accumulating a million dollars which to me is usually a sign that they haven’t compiled an actual strategy. If you disagree with that assumption, then try this exercise. Write down the amount you have saved. Then subtract that number from $1,000,000. Now explain to yourself how you’re going to come up with the rest. Oh and don’t forget about taxes and costs of living increases in your model.
Hopefully, you’ll see that my method is a bit more reasonable, will allow you maintain your peace of mind and promote balance within your personal life during your pursuit.
 

Step 2: Determine your Financial Pulse

This is the process in which you share your financial information with me so that we can determine what needs to happen for you to achieve your “financial freedom”.

Step 3: Prepare a Budget

Once we determine your financial pulse and what it will take to help you achieve your financial freedom we will create a budget for you. This budget will help you stay on track and account for every dollar during this process.

Step 4: Bookkeeping

This is where we will keep track of your income and expenses to ensure in the most accurate fashion possible that you are sticking to the plan.

Step 5: Monthly Call

This call will serve as a time to address your questions and concerns. Additionally, I will provide feedback if you your financial circumstance should change or you are struggling with the budget.
*Budgeting and Monthly Calls will continue until financial freedom is achieved or the program ends (whichever comes first). Client may choose to continue as client after 6 month program ends if they choose to.
Hopefully, you’ll see that my method is a bit more reasonable, will allow you maintain your peace of mind and promote balance within your personal life during your pursuit.