Biblical Entrepreneurship Lunch & Learn
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Step 1: Stop Making Decisions in a Vacuum
We often discover a person’s current plan involves a host of bank accounts, insurance policies, legal documents, employee fringe benefits, savings vehicles, debt instruments, and securities products most of which were decided upon independent of the others. This compartmentalized way of managing finances is what we mean by making decisions in a vacuum which has inherent inefficiencies that can leak untold amounts of your hard earned dollars.
"We truly enjoy this financial stuff" and will take the burden to get your financial house in order. Our planning system will model and present all of your financial information on a simple interactive screen that offers a wide angle view. This Economic Model provides an anchor to know where you are and where you will be financially as you travel through the stages of life.
Step 2: Find Money You Are Unknowingly Losing
When financial decisions are made in a vacuum, “we often discover $4 is being spent to accomplish 4 goals that $1 could have accomplished”. In our experience, the average family is blindly (unknowingly) losing 10 – 15% of their annual income in these areas. Just think of the impact on your present and future lifestyle if we could find an additional 10-15% of annual cash flow personally and/or within your business.