Establish Budget

The first step is to control your spending:

  • Establish Net Income

  • Calculate Monthly Expense

  • Create & Stick to Budget


Maintain strong credit ratings:

  • Limit Credit Cards to 2

  • Pay off balances in 30 Days

  • Track balances & Interest Rates

Auto | Home Insurance

Understand proper coverage & what determines rates

  • Garaging Address

  • Auto Driving Records

  • Claims History Home

  • Available Discounts

Life Insurance

The proper protection in case the unexpected occurs:

  • Learn the types of Coverage

  • Pay off a mortgage in case of death

  • Build Tax-Free Legacy

  • Own Control Protect Assets

Retirement Planning

Learn the proper steps to take today for the future

  • Pay Yourself First

  • Understand Pension & SS System

  • Learn to build assets for life

  • Establish secure methods to build wealth

Estate Plan

After building wealth, be sure to keep it by:

  • Establishing a Will

  • Financial POA

  • Secure Health Proxy

  • Learn to Avoid Probate

Address | 1-508-835-3738