Monitored Planning

According to a 2013 Gallup poll, 70% of Americans do not have a household budget. In families with incomes between $30,000 – $75,000, only 29% have a household budget. In families with an income over $75,000, over 50% do not keep to a budget.

That’s shocking.

Financial freedom begins with knowing where you stand and determining if that is good. Without a budget, it is impossible to know.

We want to help.

Our monitored planning package is designed to build the foundation of financial freedom. We will help create a household budget.


We will create Cash Flow and Balance Sheets for you. These are tools for us, together, in creating a proper financial plan.

What is a financial plan?

It is a living plan, which has benchmarks, milestones, and goals listed for completion. Financial plans take a wishy-washy concept and make it an achievable action plan.

Special Note: If you think you have not received $599 worth of value or benefit out of hiring us to do a monitored plan for you, we will REFUND your money. We want to be part of your financial team. That means your success and comfort come first.

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