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Navigating Your Financial Future 

WHY MOVE FORWARD: To help you evaluate the value of our services and make an informed decision about hiring our firm.

WHAT YOU GET: A free assessment of your current cash management process. We will show you how to improve your success at saving more and spending less, through better financial organization, goal setting, and most importantly, goal accomplishing.

WHO BENEFITS MOST: Individuals, Couples & Families under 40, who want to learn how much it costs to be them?


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No Cost Obligation

We want you to know exactly how we can help before you pay us a single dollar.

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Direction

Get clarity on where you are, where you want to go, and how to move forward on your journey.

15 Minute-Call

The very first step is a 15-minute phone call.


How This Works

 

Step 1 

 

SCHEDULE A 15-MINUTE CALL

During this phone call, we simply want to understand what concerns you have to determine if we're a good fit.

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise.

SCHEDULE YOUR FREE 1-on-1 CONSULTATION

 

Step 2 

 

SCHEDULE A VIRTUAL MEETING

The next step is a 45-minute complimentary meeting where we discuss whatever is on your mind and get to know each other better.

During this meeting, we will work as a team to make sure we truly understand your:

✓ financial goals,

✓ needs, and 

✓ concerns,

and you will get a very good understanding of:

✓ who we are,

✓ how we are unique in our approach to financial planning,

✓ how we work 

✓ if we're a good potential fit to help you on your journey

At the end of this meeting, we will have a good understanding of where you are, where you want to go, and how we recommend you move forward.

 

Step 3

 

SCHEDULE A CASH MANAGEMENT PLANNING & COACHING PRESENTATION

In this next step, we will walk you through in more detail:

✓ The Goal of a Cash Management Plan

✓ Why Budgets Don’t Typically Work

✓ Your Journey to Achieve your Life Goals

✓ What Our Cash Management Planning and Coaching Service Is & How it Works

✓ What it Costs & Next Steps

At the end of this meeting, we will ask if you would like to begin working with our firm or if you would like to think about it.

 

Step 4

 

THINK ABOUT IT

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.

To help you make a smart decision, answer these questions:

1. Do I like, trust, and respect MLS Financial Planning?

2. Do the benefits outweigh the cost?

3. Do I understand and agree with their approach?

4. Did I enjoy the process up until this point?

 

Step 5 

 

HERE WE GO

We are truly honored to be working with you. Before the fun begins, we will regroup to answer any outstanding questions and set expectations for the process.


Schedule Your 15-Minute Phone Call

CLICK HERE TO SCHEDULE

How Do I know If I'm a Good Fit?

We are cash management planning specialists and provide the greatest value to individuals, couples, and families under 40 who:

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Are passionate about their goals, regardless of their net worth, or investable assets.

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Want to become more AWARE of where they spend their money and want to know, “What it costs to be them.”

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Have a strong desire to:

✓ take control of their cash flow,

✓ organize their finances,

✓ create practical cash management processes

✓ gain clarity on their financial future,

✓ develop a realistic savings plan,

✓ feel less stressed about money

Still Have Questions?

Click HERE to visit our Frequently Asked Questions. 

Schedule Your 15-Minute Phone Call

CLICK HERE TO SCHEDULE