If you can't answer that question, then this program is for you! It's time to speak the language of money and this course will teach you how!
If you hear words like Roth IRA, taxes, mortgage and loans, debt management, and budget planning, and they make your brain hurt, then I've got you! It's time to take back your finances each and every month by understanding how the financial world works. Getting out of debt takes work and dedication, but it can be done!
I am here to show you how. Not only will you get a personalized plan to overcome your financial past, you will also learn how to create a strong financial future.
I'm Megan Dorn, and for over a decade I have been a financial advisor at a million dollar firm.
I learned as much as possible and climbed as high as I could before deciding to step out and open my own firm. It was important to me to be able to help clients from all walks of life. Now, I can work with people who have five, six, seven, or eight figures a year.
I know how to navigate the world of money and finance and take you from oppressive debt to solidifying a financial legacy for future generations.
Let me show you how to do this!
Many people hire financial advisors to sort out what this program teaches.
Putting together a perfect plan to pay off debt, save for retirement, build up insurance policies, protect your children's financial futures, buy a home, and secure yourself in case of an emergency is no easy thing to do. I want you to understand how this works, but you do not have to do the math or organize the plan. I've created a system that does all the heavy lifting. All you need to do is input your own numbers!
This is so much more than a calculator or spreadsheet.
In this program, I will walk you through how the financial system works, what the terminology means, and I will tell you the secrets they don't want you to know! The knowledge alone makes this program a massive success. Add in the computations, and you have a full system to show you how it all works for you!
Often the most difficult part of creating a financial plan is sticking to it!
That's why this program also delivers mindset development. I will walk you through setting goals, building habits, and creating new beliefs about money. We will take a look at your relationship with money and make sure your words and thoughts are set up to support you along this journey!
This program was built to make understanding your finances simple and uncomplicated.
I am going to teach you the tips and tricks for managing your money, saving more money, spending less money, and paying off owed money. When you finish this program, you will know what to do and how to do it.
Whether you are starting with a healthy savings, retirement plan, and reasonable grasp on how the financial world works or whether you're starting at the beginning, Creating Financial Freedom is filled with step by step instructions to take back your money and security.
It may seem overwhelming, scary, boring, or simply something you could put off a little longer. Take it from someone who knows! I have worked with hundreds of families and individuals, and I have seen every financial predicament you can imagine.
It's never too late to take control of your money and your world! There is always a way out, but only if you begin.
The program is designed for you to privately input your personal financial information, and then it will do all the calculations necessary to take you to the next phase of your financial life.
Don't wait any longer to understand how the system works and what you can do to protect yourself and your family. I will show you how to tackle your debt, create a working budget, and how to plan for the unexpected.
You will learn the questions to ask your bank, your boss, and your insurance agent. You will be able to approach the world of finance with a solid understanding of what you need to secure your money and build a future to support your family for generations to come!
The views and material presented are intended to provide background assistance and education and are not intended to be tax, investment, or legal advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn't guarantee future results. Guarantees based on the claims paying ability of the insurance company. Data and analysis does not represent the expected future performance of any investment product or strategy.
Securities and Advisory Services offered through Harbour Investments Inc., Member FINRA/SIPC. Securities licensed in CO,MN,MT,OK,OR and WI, Harbour Investments Inc. does not offer tax services.