Finally, a way to get a custom-made financial strategy—guided by the 7 Money Milestones—to provide specific recommendations based on your goals!
This Financial Strategy is for someone who..
You've recently read a book or taken a class and ready to implement the ideas learned
Wants clarity on exactly what steps to take to ensure you're not working the rest of your life
Is jittery about how tax hikes could eat into your future income and looking for ways to reduce the impact
Worried about the next recession wiping out your retirement account and looking for ways to protect it
Has a family or business and wants to put Financial Safety Nets in place to ensure they remain financially stable in the event of a tragedy (lose a job, get sick, or die too soon)
Open to personal guidance from a Licensed Financial Professional
Here's what you get:
A list of thoughtful recommendations tailored to your specific financial mid-term and long-term goals
A 1-on-1 consultation with a Financial Professional that will review the recommendations and help you determine which ones are suitable
Ongoing support from a Licensed Financial Professional to help you keep track of the progress of the strategies you've implemented
We call it a "Financial G.P.S." because it's used as a financial roadmap with tailored directions to your financial goals.
Take 5 minutes to complete the "Discovery Questionnaire" and I'll have your Financial GPS ready to review in 48 hours.
Financial firms charge $1,000 for a comprehensive strategy like this because of the time and energy it take to gather data and create a thoughtful list of recommendations.
However, you're receiving acces to this as a complimentary service from Joshua E. Hernandez
Complete "The Money Discovery Questionnaire" to start the process.
Mr Hernandez holds the designation of CFEd - Certified Financial Educator
He has been a Financial Consultant for 20 years and has helped 100's of families throughout the country get financially educated and implement strategies that protect them from getting wiped out in financial disasters and position them to build wealth at every stage of life.
His team of Financial Educators make resources available to anyone who is ready to really learn How Money Works.