Planning Resources

Download Your Foundation for Financial Success

Click to Download Your Foundation for Financial Success (pdf)

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy and included  both case studies and a planning questionnaire.

In the event I can assist you with a mortgage review, please call.  I look forward to being a part of your annual financial review, along with the other professionals of your choosing.

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy.

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy.

 

 

 

 

Acres of Diamonds:

Written by Russell H.Conwell, the founder of Temple University, this work originated as a speech which Cornwell delivered over 6,000 times around the world. Conwell’s capacity to establish Temple University and his other civic projects largely derived from the income that he earned from this speech. In this, he showed us how to use wealth wisely.

Acres of Diamonds

Acres of Diamonds

I hope you’ll enjoy this free download.