What to do with $500--Right Now!

The last couple of years have been tough...no doubt about that! But if you happen to have an 'extra' $500.00, how should you invest it?

Since Christmas is just around the corner, why not give yourself an early Christmas present. Something that could pay you back for the rest of your life. What could that be? A "Real Time Financial Plan". (Actually it's only $495.00 so you have a few bucks left over!)

Just what the heck is a "Real Time Financial Plan" and what can it do for you? Allow me to explain. Do you know if you have the right amount of homeowners insurance? How about the right deductible on your auto insurance? Are you in the right type of health insurance plan at work? Should you refinance your mortgage? Is your credit card debt too high? Should you put more money into your 401(k) plan? How should you invest it?

A "Real Time Financial Plan" can answer all those questions and more. I call this a "Real Time Financial Plan" because it is all done at one time. We block out about three hours and go over everything we can...we don't generate reports, you take notes. You get straight answers to your questions. Normally we find things that are not set up properly that are actually costing you more than the amount you pay for the plan. No sales pitches, no products...just straight advice.

Maybe the biggest benefit of the process is that you walk away with confidence that you can control your finances.

What more can you ask for Christmas....knowledge of the how and why to do certain things and confidence that someone with training and experience was there to help you guide you through the maze.

Invest in yourself....it will pay big dividends!