We endeavor to show our clients the Your Family Bank plan. Our clients can
be an individual, a family, or any non-profit organization. We walk each client through a 7-step plan:
1. Provide KNOWLEDGE. We teach our clients how to
2. Redirect their CASH FLOW.
We show our clients how to track their money so they can control it.
We help them look for ways to save, and be more efficient with, their money
3. Minimize DEBT to create additional wealth.
4. TAXES - We help our clients take a closer look.
Future Tax Rate - What do you think? Will taxes become lower, higher, or
stay the same? The less you pay, the more you keep!
5. We discuss the RISKS we all face in life.
Don't lose a lifetime of work from potential risks such as taxes, inflation,
6. We help our clients get THE BIG PICTURE.
Know where you are going, and how to get there. Our plans are designed
to address all three phases of retirement: maximization, accumulation, and
7. Our clients make their DECISION. A goal without a plan is just a WISH
Your Family Bank is specifically designed to help plan for retirement by becoming debt-free while saving for emergencies and emotional spending.
BENEFITS OF THE BIG PICTURE PLAN
Have less stress about money
Find wasted money
Improve your cash flow
Dramatically increase your savings
Get out of debt faster than you ever thought possible
Learn how to prioritize
Retire with tax-favored income
CONTACT US today for more information