Become an Affiliate
You may be ready to dive in right away,
but since investments involve risk and you could actually LOSE MONEY, let's make sure that you don't with a quick little checklist.
Being ready to invest means:
- you have more than enough
money saved in the bank
for the unexpected,
income and belongings are protected from loss
- including money your family might need in the future if you're not around (sorry, it happens),
debts are under control - ideally paid off
but if not, making you money (good debt).
If you're good on these, let's get you to that advisor!
Connect with a Specialist
If you need to work on one or a few of those areas,
we can give you a 90-day plan that's practical and puts you on the path.
Does this describe you?
You know where you want to go, you're just not sure the exact path to get there.
Or maybe you have the steps, but aren't sure about the timing for each.
Homework and due dates?, Yes, homework would make sure you get it done and make it that much more real.
the money "milestone" and money "map" sessions
These aren't just appointments. They are actual "roll up your sleeve" working sessions that you hash out with a money expert.
Tailor-made to fit your unique situation and particular goals and priorities, you'll know exactly what to do next when it comes to your money.
Book A Session!
Or Learn "On Your Own"
When I founded The Money Doctor® in 2006, it was right after Hurricane Katrina in New Orleans.
We all were in "rebuild" mode, and clients needed a LOT more than just taxes filed.
Not to mention, with such a powerful company name, I had to get "creative" with my solutions! 😅
Now you can get my "tried and true" (and definitely non-conventional) techniques that have helped my paying clients get breakthrough for over 15 years and counting!
From Mountains of Mail to Money Matters Handled In Just Minutes!
Ditch the Budget!!!
5 Steps to "Smart Spending" - Without Restrictions, Keypunching, or The Guilt!
The Paper "Pro"
From Paper to "Profits" and Debts Paid Off!
1 Course Bundle