The Process

Let me state at the very start, my approach to working with my clients is not for everyone. I require certain qualifiers as I conduct my Financial Diagnostic Assessment. I work with—

•     Those who live within their means 
•     Are willing to pay off debt (except for a mortgage)
•     Put aside 6 months of working capital
•     Have $1,000 cash in reserve 
•     Are willing to be completely transparent with me about their current financials (including their tax position and investments)

Here’s how I work. 

Book a 20-minute call with me.

I will send you a confirmation letter outlining what financial documents and information I will need.  

A personal and secure portal will be set up for you to provide the necessary documents.

I will create a personalized balance sheet which we will use to create a custom plan just for you.  

CTA— LET’S TALK. BOOK A 20-MINUTE  CALL. 

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Intro

this page explains the process

starting with the 6 steps

THE PROCESS Draft copy v.1

Let me state at the very start, my approach to working with my clients is not for everyone. I

require certain qualifiers as I conduct my Financial Diagnostic Assessment. I work with—

• Those who live within their means
• Are willing to pay off debt (except for a mortgage)
• Put aside 6 months of working capital
• Have $1,000 cash in reserve
• Are willing to be completely transparent with me about their current financials
• (including their tax position and investments)

If that describes you, then let’s talk.

Save us both time if you have immense CC debt, high consumption lifestyle, and typically live beyond your means. Go see David Ramsey!

an explanation of how the first 3 steps are essential to conituue here and a link to begin elsewhere.

And if you’ve got those first three steps, great.

stephens process explained

case studiess, small narrative, charts

Working with Stephen starts with a financial audit to get a working plan for wealth building.

$1500

conclusion

CTA