Strategy Guides

Take your financial confidence to the next level!

Financial Independence Retire Early

How to Retire Early & Financial Independence: Podcast

In honor of Independence Day, I was inspired to record a Early Retirement / Financial Independence Podcast. After listening to the show, you’ll have a better idea of what you need to do in order to set yourself up for the ability to retire early and reach financial independence. What to Do in Order to Retire Early Save, Like A lot Live as a Minimalist Debt Free (Should You Payoff Your Debt) Investments What  You Should…
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July 17, 2019 0

Value and Cost of Working with Level Up Financial Planning

Fast Travel Links Value of Improving Your FinancesCan You Improve Your Finances?Cost of Financial PlanningOld School Cost StructureLevel Up’s Cost StructureEstimate Your Cost to Work with Level Up Value of Improving Your Finances Can You Improve Your Finances? Improving your finances allows you to have confidence that your goals are attainable. That confidence is the key to unlocking future possibilities and opportunities.  Leveling Up Is Permanent! If you do not believe you can level up,…
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July 7, 2019 0
Married couple wondering how to split their finances

How Should Married Couples Split Finances Strategy Guide

How should you and your spouse split your finances? Financial issues are one of the leading causes of divorce, so it is important to start out strong. Unfortunately, there is not a magic bullet. It does not make sense that there would be only one way to approach finances as a married couple. Instead I will provide you various scenarios and examples that you may wish to model for your family. Fast Travel Links Married…
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July 3, 2019 0
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