Figgie's Finance
Financial Consulting
Transform Your Financial Health with Figgie’s Finance
Our financial advisory services are designed to guide individuals and businesses toward financial health and prosperity. Think of us as your personal trainers for financial success. Our comprehensive approach includes personalized strategies and hands-on support to help you achieve your financial goals. Here’s an overview of our 5-step strategy:
1. Assess - Analyzing Your Financial Situation
The first step in our process is to thoroughly assess your current financial situation. We analyze your income, expenses, debts, assets, and overall financial health. This detailed analysis helps us understand where you stand financially and identify areas for improvement.
2. Strategize - Building a Comprehensive Budget
Once we have a clear picture of your financial situation, we move on to building a budget that covers all aspects of your financial life. This includes:
- Liabilities: Addressing all debts and obligations.
- Regular Expenses: Accounting for monthly bills and living expenses.
- Unforeseen Expenses: Preparing for unexpected costs.
- Personal Spending: Balancing discretionary spending.
- Retirement Planning: Setting aside funds for your future.
We ensure your budget is realistic and tailored to your unique needs, laying the groundwork for financial stability and growth.
3. Coaching Through Execution
Creating a budget is only the beginning. Our experts provide ongoing coaching to help you stick to your plan. We monitor your spending in real-time, providing live feedback on how you’re executing the strategies and achieving your goals. This hands-on approach ensures you stay on track and make necessary adjustments along the way.
4. Cash Flow Management
As you successfully implement our strategies, you’ll begin to see improvements in your financial health, including:
- Increased Credit Score: Enhanced borrowing power.
- Lending Power: Better access to loans and credit.
- Liquid Assets: More cash on hand.
At this stage, we reassess your new financial situation and help you manage the increased cash flow. Our goal is to ensure you continue to grow financially and avoid falling back into old habits.
With a surplus in your finances, it’s time to focus on long-term wealth management. We guide you through:
- Retirement Planning: Learn more about Roth IRA accounts.
- Investment Strategies: Explore mutual funds to grow your wealth.
- Legacy Planning: Understand term life insurance and create trusts to secure your financial legacy.
We help you implement proven strategies to keep and grow your wealth, ensuring a secure and prosperous future.
Why Choose Figgie’s Finance?
Our expertise and personalized approach set us apart. We are dedicated to providing comprehensive financial solutions that are tailored to your specific needs. Our proactive management and continuous support ensure your financial plan evolves with your changing circumstances.
Testimonial from Xavier
I was tirelessly working to improve my business but felt like I was running in place. After signing up for financial consulting with Figgie’s Finance, everything changed. I eliminated my debts, my credit score skyrocketed, and my business grew. I was prepared for unexpected financial events and received business loans to further grow and profit. Now, I’m set up for success, retirement, and generational wealth. Figgie’s Finance always supports and guides me toward my goals.
- Xavier
Get Started with Figgie’s Finance
Ready to take control of your financial future? Contact Figgie’s Finance today to learn more about our financial consulting and advisory services. Let us be your trusted partner on your journey to financial health and success.
Your success is our priority!
Discover more from Figgies’s Finance
- Learn more about our comprehensive Services.
- Explore our Blog for tips and advice on managing your business finances.
Additional Resources
For more information on managing your small business finances, consider these helpful resources:
•IRS Small Business and Self-Employed Tax Center: Visit IRS Tax Center
•Small Business Administration (SBA): Visit SBA
Working Hours
Mon-Fri: 9 AM – 6 PM EST
Saturday: Closed
Sunday: Closed