Methodology

The five stages to Financial Freedom

 
 
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1. Focus

Here, we get organized. How much are you making and spending? How much do you owe? “I don’t know” is replaced with “I know exactly”.

 
 
 
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2. Foundation

It’s planning time. What’s your big vision? We make a practical plan (with numbers and timelines!) to get you there. 

 
 
 
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3. Freedom

Now that you have clarity and a plan in place, we help you take off the training wheels and get into action. We work on your money mindset and limiting beliefs, to break through blocks you run into when it comes to forming healthy habits and implementing your plan.

 
 
 
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4. Flow

We help you go to the next level from great financial health to truly mastering money. Once flow sets in, you’re walking your talk and living with purpose and ease, moving more effortlessly through your life. Money is a tool, not a currency.

 
 
 
 
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*5. Fun

While working on your finances is “serious” and can be daunting, we make it playful — both during our process, and for your life. Our clients learn to play and experience joy around money.

 
 

EASY HELP

The 5 Stages of Money