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To learn more about Our Process, Our Focus and Defining What You Really Want.
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Our Process
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Once you decide that you would like us to assist you with creating your own customized personal plan, you will work with us to:
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Participate in an in-depth interview to determine the positives and negatives about your current situation, create a wish list, and prioritize financial goals. We want you to identify what you want your money to do for you and your family. Our role is to show you how to achieve what you envision.
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Review a one-page model detailing your present plan. We will work together to correct any situations that need immediate resolution.
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Test strategies that can help you reach the goals on your wish list.
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Choose the strategies that you want. We help you develop an action plan to ensure that these strategies become reality, and we will guide you through the implementation process. We believe that this is an ongoing process and expect to have a long term relationship with you, assisting you with making adjustments when necessary as changes occur that were not included in our initial planning process.
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Set up a schedule to review the progress of your plan.
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Monitor the key components of your plan and alert you when we find better strategies or product features for achieving your individual goals.
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Our Focus
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Total money management from a macro (big picture) perspective, looking at the ways money flows in, out and through your household or business.
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Uncovering “hidden” income or recovering “lost” disposable income.
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Creating financial strategies you can implement with minimal out-of-pocket expense
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Teaching “velocity of money” principles that show you how money can be “reused” to help maximize wealth.
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Positioning individuals, families and business owners to take successful control of their financial future.
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Defining What You Really Want
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During our consultations Money Counts determines what the best financial strategies are for you.
Goal Setting - We determine what your financial goals are. We discuss with you where you want to be, not only 10 or 20 years from now, but also next year.
Fact Finding - We discuss your desired lifestyle. How do you want to live between now and retirement? Are you willing to just save money or do you want your money to throw off revenue now to enjoy more things today?
Resource - We analyze the opportunities available and choose a financial strategy Identification that will work for you to accomplish your goals.
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Costs
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Our goal is to enable you to create a better financial strategy with minimal cost.
Money Counts is an independent financial consulting company. We have no products of our own and do not have contracts with any product or service providers that require us to purchase from them. Once you have decided the strategies that will be used in your plan, we will help you find the products that are the best fit for your situation. This is very similar to the way a "buyer's agent" works for you in a real estate transaction. We help you narrow your requirements, and then assist you with finding and negotiating the best services for your needs. If you do choose to purchase a new product as part of your plan, we simply request that you make that purchase with our assistance. The product suppliers will then compensate us. This will not increase the cost to you. If you agree that we have done a good job, we would also request that you refer us to other prospective clients who may also be interested in our services. This will enable us to continue to offer our services at minimal cost to you and our other clients.
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