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BRICK BY BRICK BUILDING YOUR DREAM FINANCIAL HOUSE
I Help families build secure financial legacies that will last for generations by helping them earn more income, get out of debt and become financially independent.
Brick by Brick - Building Your Dream Financial House
I aim to address the real-life financial problems of families in NY State. Unlike the traditional financial coaches, I want to help the most ignored segment of our community that struggles with financial literacy.
I am a financial illiteracy survivor. Like many of us, I had to learn the hard way. I fully embraced my shortcomings in financial literacy. But I decided to turn my weakness into a strength. I strived hard to learn the fundamentals of personal finance through books, courses, and paid consultations.
Brick by Brick – Building Your Dream Financial House
I bundled that foundational knowledge into a simple, easy-to-follow ebook “Brick by Brick – Building Your Dream Financial House”. This guide covers all the basics of financial literacy, designed to help you build a strong foundation for your future.
Here is what you’ll learn:
- How to develop smart money habits?
- Should I pay my debt first or contribute to savings?
- How Do I save for an emergency fund?
- How and When should I start retirement planning?
- How Do I build and maintain wealth?
My 5-Step Action Plan
As your coach, I’ll Walk you through a personalized action plan, using my unique “Brick by Brick – Building Your Dream Financial House” system. This plan is designed to give you clear steps toward financial freedom, one brick at a time.
Here’s how we’ll do it:
Step 1: Free Discovery Call
Our journey starts with a FREE 30-minute call. This is your opportunity to share your story, ask questions, and see if we’re a good fit. It’s also my chance to understand your goals and see how I can help.
Step 2: Laying a Strong Foundation
Financial literacy is the foundation of everything we do. I’ll make sure you understand the key concepts—from budgeting to saving to investing. We’ll start with the basics, using my ebook as your guide.
Step 3: Analysis of Current Financial Situation
Next, we’ll take a deep dive into your finances—not just the numbers, but also your habits and beliefs around money. This isn’t about judgment; it’s about understanding where you are and why, so we can build a better future.
Step 4: Understanding Your Financial Goals
We’ll work together to create goals that are realistic, attainable, and tailored to your life. No more vague dreams—your financial goals will be Specific, Measurable, Achievable, Relevant, and Time-based (SMART).
Whether it’s paying off a credit card or saving for a home, we’ll map out your path step by step.
Step 5: The Action Plan
Finally, we’ll put everything into motion. I’ll provide you with resources, tools, and guidance to help you stay on track. We’ll tackle debt, savings, investments, and retirement planning—whatever is holding you back from the financial freedom you deserve.