You’ve been trying to pay off debt and it’s never seems to go away.
You know you should be saving, but how much? Into what type of savings account?
You want to balance it all. Make good financial decisions but still enjoy life + have fun #YOLO
I'm Meghan, I'm a Certified Financial Planner and I work with families + rental property owners get their finances organized. As an mom, financial expert + income property owner, I understand the chaos of starting a family, as well as the unique struggles + special strategies for rental property owners.
I love this stuff! From systematizing your cashflow, to properly setup your savings accounts, to creating a realistic (+ easy to follow) debt repayment plan, to reviewing your taxes to make sure you aren't paying more tax than they should.
Whether you want to go on a trip without dipping into your line of credit or go grocery shopping without checking your bank account first - I've got just what you need!
I created this "Family $ Plan" to help families (just like yours) organize their finances.
By working together we'll build a clear plan for your savings + a realistic debt repayment schedule that makes sense, doesn't leave you feeling deprived and fits your family's needs so it's easy to stick to.
By having the tools + systems in place you'll finally have peace of mind that you are making the right choices with your hard earned money! A year from now you'll be SO glad you started TODAY!
Imagine knowing that every month you are moving closer and closer to your goals. When we work together you will get the systems and strategies to get your family to financial freedom sooner + with less headache.
When you finally see that line of credit number hit zero, it's like a ton of bricks was just lifted off your chest.
Or when you get your savings account statement and see that you have an actual emergency fund, you feel like you're finally succeeding at this #adulting thing.
Your Family $ Plan will provide you with the roadmap to less stressful spending, confidence that you are saving enough as well as a solid debt repayment plan to see the light to your financial freedom.
The plan will include:
Your Savings Strategy: a solid breakdown on how much you should be saving, why, and in what types of accounts
Your Debt Repayment Plan: a realistic overview of your debt repayment that won't leave you feeling deprived and poor. A month-by-month breakdown of your debt payments so that debt freedom isn't an ever moving carrot you are chasing
Your Budget Blueprint: a clear breakdown of your family cashflow. Allocating spending between categories that are required #adulting, saving for later (retirement, fun stuff, emergency) and getting that debt monkey off your back
Access to me for 3 months to ask questions, get feedback + make updates to the plan
Personalized System + Processes designed for your family to be able to keep on track
READY? I can't wait to work with you. I love helping families move the needle in the right direction.
To get started, click the button below to answer a few short questions. Once I get that I will reach out to you via email to schedule a quick call. You may have some questions for me, I'll probably have some questions for you... it'll just be an informal casual 15 minute introduction call.
Then we get started!! And it'll be easy + painless I promise.
I'll start collecting information from you. First I want to know about your savings (+ investment properties, if applicable). Do you have any? How are they doing?
Next will be the debt. Putting the puzzle pieces together of things like your mortgage, line of credit, student loans, etc. All the generous money the banks, friends, family members and credit union have lent you.
Then we can setup a suitable allocation of income for your family. What would be a realistic budget? But also optimizing all your savings + debt repayment allocations.
We'll work together in small, manageable steps. Every family is different but the timeline from sign up to plan is 3 weeks.
And after plan delivery I will be there for you to ask questions and consult for feedback for 3 months. Should your plan need to tweaked that's included too :)
The first 5 people that sign up will have the opportunity to work in a NEW group program where we will get together on the 20th of every month and do our FINANCE DAY together (for 6 months! Sept to February).
We will share tips, tricks, ideas as well as learn from each others struggles and frustrations. I'll be there to coach and provide advice.
So even if you aren't working through those same struggles, you will be able to get some insight in some solutions and strategies if you do!!
Participation is 100% optional and can be as anonymous or open as you feel comfortable.
Also if you sign up before 8pm on August 22nd you can take advantage of the payment plan of 3 monthly payments of $199.
$549+tax (one payment)
OR Special Offer: 3 monthly payments of $199+tax
*limited time offer
(PS if you own rental properties this service is a tax deductible expense... see I'm already finding you ways to save money )
• I don't have an income property, is this for me?
Normally I work exclusively with rental property owners, but this summer I'd love to work with families get setup so that when summer is over you are ending it on the right track + ready to head into the new school year with a solid financial foundation.
• I have a pension plan, so I don't have to worry about retirement planning, is this for me?
Do you have an emergency fund? Are you debt free? If your answers are yes to those questions, you probably don't need this service.
• My stuff is a mess. I don't know where anything is. Can I still get a Family $ Plan?
YES!! Let's get you from hot mess to organized financial wiz. This is just what your family needs. I love helping you get organized. Work with you so that you have systems in place that suit your habits + lifestyle. Money, finances and keeping it all organized doesn't come naturally to everyone - that's what I'm here for!
👆👆👆Click this button👆👆👆
if you want to schedule a call so we can chat more about working together and if it's the right fit for you
If you sign up before Wednesday, August 22nd @ 8pm you will the option to take advantage of:
Payment Plan Option: 3 payments of $199 (+ tax)
For the first 5 people that sign up before Wednesday, August 22nd @ 8pm you will ALSO get:
Organize your Month Group Program: 6mo September - February (value $499)
- on the 20th of every month we will schedule a workshop where we will connect, do our finances, ask questions and maybe have a glass of wine together while we do it 🙂 #financesarefun
Investment Analysis (value $399)
- overview of your portfolio (+ investment properties, if applicable) and provide you with actual rates of return, costs + any recommendations to move the needle in your nest egg