Statistics show 78% of Americans live paycheck to paycheck with no financial plan in place and hope they will one day be debt free. The foundation for a successful financially secure life is to develop a budget or cash flow plan and follow it. By developing a plan where every dollar has a name and sticking to that plan, we can help you stay on track to making your financial dreams come true. 

USA Today reports that 70% of Americans have less than $1,000 in savings and Time.com states that one in three have nothing saved in retirement. No matter your age, it's important to plan for retirement. It's true that the earlier you start your retirement plan and start funding that plan, the better life you will have in retirement, but it is never too late to start. In his book Retire Inspired, Chris Hogan states that retirement is a number not an age. When do you want to retire? How much monthly income will you need? Will social security still be there when you retire? Don’t take that chance, start your retirement plan now and retire in dignity.

Debt Reduction

Pre-marital/Newlywed Financial Planning

Divorce Recovery

Many times in a divorce, the parties are left with a large financial burden that can seem overwhelming. Financial issues after divorce are never easy and can take time to resolve. Developing a sound financial plan can help alleviate stress and get you back on the road to sound financial stability.

According to CNBC, money is the leading cause of stress in a marriage. Starting your marriage with a good financial plan and both of you in agreement will take away that stress and put your marriage on the road that leads to victory. As a team, it is important to work together for your financial, family, and personal goals. Let us show you how to start your marriage on a solid foundation and work towards your financial goals in life.

Victory Over Financial Uncertainty

According to USA Today and CNN, 33% of Americans are in some form of debt collections. If debt in your life is a burden and you are feeling overwhelmed, we can help you develop a plan to get out of debt. Getting out of debt takes discipline, planning, and time. You did not get into debt over night and you will not get out of debt over night, but with the right plan and discipline you can accomplish being debt free and you will be amazed at how you are able to achieve your goal.

Are you out of debt but aren’t sure if you are on the right road for your financial future? It is important to periodically review your financial plan and look for ways to continually improve. Looking for ways of saving money and redistributing that money into your investments for retirement can be a huge financial benefit for you and your family when you retire.

Call us today  903-689-3328

Financial Tune-Up

Our Services

Investment/Retirement Planning


Cash Flow Planning

Anxiety over financial issues in our lives can bring about stress, illness, marriage and family problems, and poor job performance. We are here to help educate, provide financial training, and give hope through personal coaching to individuals and couples. Don't lose sleep over your finances, give us a call to set up a time for a free 30 minute consultation to review your needs and we will set a plan to work through your financial issues together.