Achieve Big Things!

I really enjoy helping my clients achieve big things with their finances.  There are few things that I enjoy more than receiving a phone call, or email update, from a client saying that they have finally achieved a huge goal.

I received a call recently from a long-time client of mine.  Over the past several years, we had worked very hard to implement a plan to pay down their debt.  After initially meeting with me to organize a paydown plan, we began to implement the plan and monitor the progress over time.  There were plenty of hurdles along the way.  Life happens and sometimes gets in the way. 

Much like planting a tree and watching it grow over the years, if you look at the tree every day it almost seems like nothing is happening.  But if you have a basic system to track its progress, you look back and see the tremendous growth. 

For me, it was the exact same with this particular client.  They followed the plan.  As simple goals were achieved along the way, the motivation became a huge wrecking-ball, and they were able to knock out all of their debt.  This was all done with limited income and the will to simply follow the plan….one simple step at a time.

Perhaps you, or someone you know, now find yourself in a difficult situation with debt or something else related to your finances.  You don’t know which direction to go and you’re afraid to begin and move down the wrong path.

The BPWM planning process can not only help you get started, but is here for you all the way to realizing your goal (completion?).

There is no better time to start than right now.  Let’s get it done.  Reach out to me and I will be happy to help you.