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    • Your Goals

      Your plan starts with you and where you are today. After understanding your current financial reality, together we can create a roadmap that includes: Savings, Debt Elimination and Risk Management.

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      Simple processes and simple plans work! If together we develop a plan that YOU understand and control, the likelihood of your success dramatically increases.

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      Financial freedom comes when you no longer have to worry about money. Creating a plan and being willing to do what it takes to stay with that plan leads to financial freedom.

    Wealth Made Simple Blog

    News and articles to help you along your path to building wealth.

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    • Stay Motivated to Save for Retirement

      Stay Motivated to Save for Retirement

      Motivation is key when it comes to staying on track, whether it’s working out or saving money. When I’m training, motivational videos help keep me going.  You’d think that knowing the benefits of my actions would be enough! But sometimes we all need a little boost. And that’s certainly the case if you can’t stay […]

    • Three Solutions for Millennials’ Financial Stress

      Millennials' Financial Stress

      Like most people in their twenties or early thirties, I have a love/hate relationship with the word “millennial.” Most of the time, the term paints a picture that isn’t quite accurate. Most of us aren’t wearing tank tops and hoodies to work. Some of us even wear suits. And we don’t take selfies once we […]

    • IRC WealthCast 031: Arm Yourself with Information for Your Divorce

      arm yourself with financial information for divorce

        In this episode, Joe is joined by Barbara Keon, a family law attorney in the Greater Metro Atlanta area specializing in divorce and child custody. Listen in as they talk about how to survive the financial nightmares of a divorce settlement. Key Takeaways:   The Bottom Line You cannot undo it once you’ve signed […]

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