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  • Whether you are an entrepreneur seeking a smarter way to grow or an individual trying to balance saving for the future and living today, our proven simple program can set you on the right path to financial freedom today.

    Our Purpose is Simple:
    Your Success.

    Are you looking for someone to help you with finances, someone to look over your shoulder for that important financial decision, or just someone to point you in the right direction?

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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.

    • Our Process

      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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    • New Year, New Attitude: Living a Brilliant Life

      New Year, New Attitude: Living a Brilliant Life

      Happy New Year! If you’re like me, you started 2018 with a batch of New Year’s resolutions. And now, almost half-way through January, you’re hopefully sticking to them. But why is it so hard to keep New Year’s resolutions? Maybe it’s how you approach them. What if, instead of giving up something that you liked, […]

    • 2017 Top 5 List includes Advice for Small Business Owners, Millennials, Keeping Resolutions and Making an Impact

      2017 Top 5 List includes Advice for Small Business Owners, Millennials, Keeping Resolutions and Making an Impact

      Best of the Year and Top Ten lists are everywhere this time of year. Which prompted us to look back and see which blog posts and podcasts were the most popular in 2017. Turns out our Top 5 List covers everything from New Year’s resolutions to Secret Santas, with advice for small business owners, millennials, […]

    • Women’s Financial Risks during Retirement

      Financial Risks for Women during Retirement

      Women face a unique set of financial challenges when saving for retirement. The gender pay gap, being the primary caregiver, and the salaries of many traditional “female careers” can be some of the biggest. Then there are the financial risks during retirement. We like the way this infographic points out those that are most significant. […]

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