Due to COVID, we will not be seeing clients in office. We will be taking all appointments by zoom or phone appointments. Due to high volume phone calls, please schedule a zoom appointment by booking as usual.

Becoming financially free is all about BUDGET ALLOCATION. Your goal should always be to reduce NEEDS and WANTS and INCREASE INVESTING.

Millionaire Joe

25% Needs

10% Wants

65% Investing

vs

Everyday Joe

55% Needs

40% Wants

5% Investing

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