FINANCIALLY MINDFUL
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    • Make An Appointment
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Call now 704.626.7484

Lifestyle Planning

Do you want financial stability?

What financial stability looks like:
​
You have an emergency fund

You have a retirement fund

You have college funds for your children

You have funds for your short-term and long-term goals

Your debt is below 15% of your income

You can live AT LEAST 6 months if you lose your job

You pay over the minimum monthly payment on your debt

You pay your bills on or before the due date

You can afford to buy the things you want as well as the things you need

If you said yes, get help with a...

Lifestyle Plan

This will help you:
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Lifestyle Plans cost:
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