May - Debt Aligned
Ensure your debt isn’t managing you but being managed.
From Dave Ramsey to Robert Kiyosaki, wherever you fall on the spectrum of views on debt, we set this time aside to ensure your debt is appropriate and aligned with both your convictions and your plan.
Leverage is a tool that can help accomplish great tasks, but it must be used with care. We review your debt and options for leverage to ensure that they’re working for your financial plan.