FINANCIAL PLANNING

Personalized financial planning to help accomplish your very specific personal life goals. It's all about maximizing your money to achieve the life of your dreams.

NOT Cookie-Cutter Financial Planning

We don’t do cookie-cutter financial planning. We create and help you execute a custom flexible financial plan to maximize your money and efforts.

SMART INVESTING

Implement a personalized investment plan created to help accomplish your specific life goals. We also educate clients because we believe in enabling intelligent investors.

Investing Simplified

Investing doesn’t need to be complicated. We can recommend a low-cost portfolio to help achieve your goals – and clearly explain the reasons behind it. Make sure your investment plan is in alignment with your overall financial life plan.

SMALL BUSINESS

Experienced in starting, growing, and selling successful businesses. Leverage our 22 years of small business experience to minimize your risk and maximize your results.

Maximize Your Business

From enhancing financial statements to guidance with sustainable growth, we can help maximize your business’s value – and your personal benefits of being an entrepreneur.

THE LATEST MAXIMIZE YOUR MONEY BLOG POSTS

  • Investing _ Asset Classes _ Performance _ Vanguard Index Funds

How 8 Key Investing Indexes Performed In The Past 10 Years

April 24th, 2018|2 Comments

Why does a diversified portfolio commonly have a mix of different asset class exposure? Great question! Let's explore that question and also look at 8 key investing indexes, that track popular asset classes, to see [...]

  • Debt Snowball to crush debt and become debt free

How To Crush Your Debt With the Debt Snowball Method

March 21st, 2018|12 Comments

Would you like to knock out your debt? Are you ready to lower your debt load, or even become totally debt free? Read on for an explanation and example of the power behind the debt [...]

Why You Need To Understand How Mortgages Work

February 6th, 2018|7 Comments

Mortgage amortization. Mortgage is easy enough to understand. That's the loan you take out to purchase a house. But what about amortization? And how does mortgage amortization specifically impact you as a home owner? Let's [...]

  • Stock Market Investor Fire Drill | Consider Your Financial Life Plan

Is It Time For An Investing Fire Drill?

January 23rd, 2018|10 Comments

The stock market has been hot lately! From January 2013 to January 2018 the S&P 500 Index has gained over 85%! It's easy to be a stress-free investor in this type of market. When things [...]

  • How To Pay Off Your Student Loans Faster

How To Pay Off Your Student Loans Faster

January 9th, 2018|9 Comments

Student loan debt is a big problem. It's like a financial anchor tied around many American's necks. Do you have student loans? Would you like to pay off your student loans faster? Here are some [...]

Highest Paying Jobs Without A College Degree

November 14th, 2017|14 Comments

Is it possible to find a high-paying job when you don't have a college degree? Would you be surprised to learn that there are dozens of jobs paying well above $50k that don't require you [...]

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