You’re in a unique position in your Financial Freedom journey. You have all the tools you need to reach all of your goals; a decent income, ok spending habits and have been slowly building your net-worth yet you still feel stuck or are unclear how to take your finances to the next level. You may still need to perfect the basics but you have a good understanding of the concepts. You’re looking to gain some clarity, create a realistic actionable plan and execute.
Advanced Journeyer Current Situation & Roadblocks
- Spends within reason but looking for even more ways to save money
- Fully funded or almost fully funded emergency fund
- Saving towards retirement but looking to contribute more
- Needs more clarity and organization around current finances
- Looking to invest outside of retirement accounts
- Little to no debt other than the primary mortgage
- Wants help creating an early retirement plan
Resource Library (Free)
1on1 Coaching (Prices Vary)
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