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Organize and Manage all Your Personal Finances.

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Tired of juggling credit card debt? Start by making a plan.

On September 26, 2022September 30, 2022 By Dave FaulknerLeave a comment

If you owe money on credit cards or other forms of consumer debt, then you know how hard it can be to pay them off. Making the minimum payment can take 25 or more years, and cost thousands in interest. If you really want to get out of debt, and you are willing to do …

Continue reading Tired of juggling credit card debt? Start by making a plan.

Get Smart With Money

On September 22, 2022September 25, 2022 By Dave FaulknerLeave a comment

I just finished watching the Netflix documentary GET SMART WITH MONEY. It follows real-life people over the course of a year as they struggle with managing money, paying off debt and investing for retirement. It is filled with practical advice from four financial consultants as they offer guidance to each of the participants. If you …

Continue reading Get Smart With Money

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MyWealth Records Process
STEP 1 - Discovery
> Wealth Profile
STEP 2 - Advisors
> Meeting Notes
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> Risk Management
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