Take Control Schedule
Your Financial Picture:
We'll begin by analyzing some basic measures, including your cash flow, your net worth and your earnings.
Where Your Money Is Going:
We'll examine how money is flowing out of your life by examining your budget and your spending habits.
How You Handle Credit:
A strong credit report and score will save you thousands on big purchases.
Spending Better:
We'll help you develop strong goals, shrink your bills and align your spending with those goals.
Get to Your Goals:
Save for things you really want, build an emergency fund and get on the path to retirement.
Wrap-Up:
You'll finish with a review quiz and compose promises to yourself regarding your top financial priorities.