Building Wealth
You've got the basics down and are ready to level up. Managing your own investments, setting up and transferring accounts, understanding the finer points of interest and returns; these can all be very confusing and overwhelming for a busy person. I am here to guide you and be available to answer questions as you go so you don't have to put the time in to figure it all out on your own. Making these changes now are going to result in huge financial gains for your family thanks to the power of compounding returns and time. This service will easily pay for itself in the long run.
This package includes all of the same education topics as the Getting Started program.
Investing
This is priority number one. What it is, how it works, the benefits of different investments, assistance setting up and transferring accounts and more, clearly and simply explained. I will teach you about the boring index funds your financial advisor puts your money in and how to "set-it-and-forget-it" and/or actively manage your own money.
Money Hacks
You'd be surprised how easy it is to make extra little sums of cash. By putting in a little extra effort here and there, these small sums can add up over the long haul.
Spending Psychology
There are some great research out there about how our brain processes numbers, perceptions of time, and can so often trick us into thinking we are correct. Understanding how our brains work helps you catch and avoid these faults in yourself.
Continuing Good Habits
Now is not the time to get laissez-faire with your spending. You will have to continue to be diligent, except now that diligence is propelling you to new heights and not out of a hole.
Maximizing Rewards
You might think you are getting good rewards on your credit cards, but you'd be surprised how many people are not! Cash back, miles, points, etc. all compared and how to get the most out of and use them wisely for your lifestyle.
Other
History of the stock market, geopolitical factors affecting economies, saving money on travel, improving credit scores, college funds, health savings accounts, book recommendations, and more.
Program cost:
Individual: $895
Family: $1195
- Six months of personalized remote email and/or text message assistance and education.
- Includes three one-hour in-person work sessions.
- First 50% payment due upfront. Remaining 50% split into five more recurring monthly payments.
- Family includes you and one other person in your family. Additional members negotiable for a reduced fee.
- $50 finders fee for all paid referrals.
Note: If you did the Getting Started package, you can add this program on later and subtract the $495 you already paid for Getting Started.
Free 20 minute phone consultation
What Our Clients Say
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Contact me to begin your new financial future
Matt Wenger
Bozeman, Montana