Creating a Strong Passionate "Why"
This is the most overlooked and most important item when it comes to building wealth. Download the worksheet and discover your "Why".
Debt-Introduction and Types
Learn the different types of debt and how to catalog your debt.
Budget Planning Form & Calculator
Download and complete the Budget Planning Form to get your complete financial snapshot.
Budget Prioritization Form
Download the worksheet to prioritize your spending for the month.
Create a Priority "Wish" List
A key resource to help you get aligned on what to buy next, reduce financial drama and stay focused on what is important.
Working With Collectors
Learn techniques to help you deal with financial hardship.
COACHING WITH CARL
Are you ready to take back control of your finances?
As your coach, I’m here to teach you how to manage and be successful with your money for the rest of your life. Together, we’ll discuss and understand your specific situation, and develop a comprehensive plan to move you from financial crisis to financial peace!
In working with me, I will answer your questions, help you solve problems as they arise, and together we will make sure you’re achieving results.
Afterwards, you will:
- Always have control of your own money.
- Understand the plan we implement because we will make it easy to understand.
- See positive results by following your custom designed plan.
Disclaimer: This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not imply that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.