What brought you to our wealth creation page today? Are you caught up on bills but unclear on what to do with the money you have left over each month? Could you benefit from a personalized spending and savings plan that would ensure that you have MORE money left over each month? Or are you just web surfing and stumbled across us?
Whatever brought you here, take a moment to consider a few eye opening facts:
If these figures surprise you you’re not alone because only 1 in 10 adults learned about personal finance in school or from a financial professional. Yet seeking the guidance of a financial professional is no guaranty that you’ll be better informed than your neighbors. Wall Street corporations employ financial advisors and often use those advisors, coupled with a big advertising budget, to convince their clients that the principals of wealth creation are highly complex. Their financial advisors then proceed to recommend to their clients that they invest money in specific stocks and mutual funds that they claim will earn a great return. Frequently they don’t view as a high priority educating their clients so their clients can make good self-directed choices, for they’d rather continue to sell their clients fish than teach their clients how to fish.
Success Path Consulting uses a very different approach. OUR WEALTH CREATION SHERPAS EMPOWER YOU by teaching common sense conservative wealth creation principals. Fad investments come and go, sadly so does the money that fad chasers choose to invest in them, but sound money management principals withstand the test of time. Sound money management principals are little changed since Benjamin Franklin wrote “The Way to Wealth” and since our grandparents navigated the challenges of the great depression. Call to schedule a free initial consultation. During this consultation we’ll take the time to gather the information necessary to understand your current financial situation and just as importantly for you to explain your long and short term goals. We will then begin drafting a plan – your personalized Success Path - that aligns with your goals. We take the time to share our knowledge with you so you can make better self-directed choices, for as Benjamin Franklin once said, “An investment in knowledge always pays the best interest.”
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