Estimated reading time: 9 minutes
I don’t know of too many financial membership groups out there that are both reputable and helpful for any financial experience level. Most of the groups I’ve seen are made for people with a small fortune, or — worse —they urge people to invest or join in some “get rich” scheme. To that, I say RUN!
So that was part of what spurred me to create the Financial Success Society. I wanted to make a membership group for high-achieving women who are serious about taking their finances to the next level — a membership focused more on financial planning and self-empowerment (rather than following some arbitrary financial planner’s timeline). So, if you’re wondering, “why should I join the Financial Success Society?” I wanted to tell you about the key benefits of joining a financial membership group.
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Financial Planning to Legacy Building
The information in the Financial Success Society is comprehensive, but it’s also straightforward. We start with the basics, and no matter where you are in your financial journey, you’ll know right where to begin to get on the right track to success.
When you work with a financial planner or hire someone to assist with your financial planning, you often have to follow their timeframe. They’ll say, “give me this document in two weeks.” Or you’ll feel pressure to jump into something you haven’t fully vetted or understood. You may even feel too scared or embarrassed to ask for clarification.
The way the Financial Success Society works is different. Rather than hiring someone else to handle your finances, you’ll learn how to manage your money yourself, with a hands-on approach. You will never be alone, having to fend for yourself, or worse yet, getting stuck and unable to move financially forward. You’ll feel empowered to take matters into your own hands and move on your own timeline. This is perfect for busy people because you can move at any pace you like, with results that fit your lifestyle…
But more importantly, you’ll learn exactly what you need to do to get yourself financially organized.
On the Financial Success Society journey, we work in easy to follow steps or “stages.” We start in the Clarity stage. Together, we’ll start to guide and educate you with organizing your finances and building customized investment strategies so you feel confident about a secure financial future. You’ll learn and understand exactly what your numbers mean. This is when you know what you’re facing with regard to your overall financial landscape. Once you truly understand your numbers, you can move forward.
When you’re dealing with a stockbroker, they’re going to push you to invest in the stock market (whether you have a strong understanding of the market or not). Real estate experts will tell you real estate is the way to go, but they may not assess your risk tolerance and long-term plans.
The truth is there are no one-size-fits-all answers to financial planning, and that’s why financial membership groups shouldn’t all look the same. You’ll need to look at your risk tolerance, your current circumstances, your obligations, commitments, and long-term financial plans. Financial planning entails proper asset allocation — you’ll figure out which baskets are the best fit for “all of ‘your’ eggs.”
Ultimately, what we do in the Financial Success Society is find balance (and I don’t just mean balanced budgets). We find the right financial balance for your life. You’ll have a concise, clear path to follow with long-term steps. You’ll move through the 5 stages with an understanding of exactly how to achieve your goals. We take the overall concept of financial planning from budgeting to legacy building, and we cover everything in between.
The Difference a Comprehensive Plan Makes
I’ve seen a lot of financial planning tools out there. The main issue is that they aren’t comprehensive. Either they expect you to jump in when you haven’t built up the understanding and expertise, or they leave you stuck spinning your wheels in the basics, where you aren’t really learning how to build wealth.
We start in the Clarity stage. You will know exactly what stage you’re in based on our Financial Success Path.
So if you’re starting out (Activate; Stage 1) and ready to get financially organized, this will give you the exact track to run on to develop a solid long-term financial strategy.
And if you’re a savvy investor (Elite; Stage 5), then you’ll learn the specific steps you can take right now to amplify the momentum you already have. Plus, you’ll identify a few things which are likely holding you back from fully building on your current success the way you want to.
If you haven’t already, do you need to set up an IRA or enroll in your employer-sponsored qualified retirement plan? A trust? What retirement planning strategy fits? What are the best investment options, and how can you understand them clearly to find the right path for your life?
We follow the stages of what I call the Financial Success Path:
These steps might sound intriguing right now, and you may wonder what they actually mean. When you are a member of the Financial Success Society, we’ll work through each step together. You’ll become familiar with the stages and move forward with financial confidence.
Take A Sneak Peek!
What You Should Ask Yourself Before You Join
As you weigh in on the idea of joining the Financial Success Society, you may be thinking, “how will I get results? How will I know if it’s working?”
You will get results because you will understand your finances better, and you will feel confident about a secure financial future as your wealth builds.
I firmly believe that you control your finances; they don’t control you. Knowledge is power, and the more you know about your finances and the options available, the better equipped you’ll be to move financially forward with confidence and success.
If you’re wondering if the Financial Success Society is the right financial membership group for you, ask yourself:
- Do you feel like your finances are under control?
- Do you have a budget? Do you know where or how to start budgeting?
- Do you feel confident in your financial decisions?
- Do you feel you are making the ‘right’ decisions?
- Do you have your finances organized & streamlined?
- Do you know where all the moving pieces are held and do you understand how they work?
- Do you feel secure about your future?
- If you answered any of these questions with a resounding “no,” you will definitely benefit from the Financial Success Society.
What Does a Financial Membership Group Do?
As a member of the Financial Success Society, you’ll gain access to an exclusive arsenal of tools. Better yet, you’ll get access to our members-only group that’s centered on financial guidance and support.
Your financial journey is unique. No matter where you are financially, we’ll help you to eliminate the overwhelm by giving you clear direction based on the financial stage you’re in. By removing the Internet noise and chaos, your finances will be transformed faster and with ease — and when this happens, you feel confident about a secure financial future.
The community aspect is what our members love most, and where you soon realize that you are not alone. You can see where others are on their journey, exchange ideas, on what’s worked (and what hasn’t) in a comfortable, open and supportive environment.
Since we never want you to get stuck, within the group, there will also be professionals you can reach out to for help additional support. You’ll have the support you need to get through each step of your financial journey.
The Financial Success Society membership includes:
- The step-by-step action plan to help you achieve financial success.
- Access to live training sessions on Facebook each month.
- Access to our members-only group on Facebook — a private community centered on core values, beliefs, and financial philosophies.
- Tools and resources to help you learn and gain clarity.
- Mindset coaching and insight to help you take control of your finances.
- Regular Facebook Q&A sessions with live access to financial experts.
- Insights on the latest financial tools and must-haves.
- Results that fit your timeline and your lifestyle.
Look, I know you’re really busy, and like all of us, you probably have too much on your plate. The thought of tackling your financial picture seems daunting and overwhelming. But here’s the hard truth — it’s not going to get any easier until you decide to face it head-on.
The Financial Success Society can offer you the support, tools and guidance you need with results that fit ‘your’ lifestyle! It’s my personal mission to fully equip you to make the most of our resources, bridging the gap, and where you take control of your money — so that ultimately, you feel confident about your decisions as you move into a secure financial future!
If working on your finances is one of your goals right now (or, maybe it’s been a goal for some time), I suggest starting with the Making Cents Count Financial Organizer.
Our financial organizer is the robust answer you need. The organizer is our DIY financial services option, providing you with the tools to eliminate financial overwhelm.
- Clear strategies to get your finances under control
- Processes to organize and streamline your investments
- Guidance to track your legal documents, tax information, and permanent records
- Markers to know when you should meet with an attorney to establish a will or trust
- Templates, checklists, and step-by-step actions
- Insights on the financial-must haves to build a secure future
- Detailed How-To Guide for optimal results
If you want financial confidence, grab the Financial Organizer, and get results that fit *your* lifestyle!
Making Cents Count Financial Organizer
Once you get your budget rolling, check out my post on 6 Simple Steps to Get Financially Organized. This post also includes a helpful checklist available in my Resource Library (free to access).
Admittedly, this particular checklist has a larger-scale focus on your overall financial picture, but I genuinely feel that getting your finances organized is essential.
I’m so excited to invite you to join our Financial Success Society Waitlist! Our enrollment opens soon (so don’t miss a chance to get on the notification list). Your journey to financial success is unique and with this exclusive membership, you’ll receive the guidance you desire, enabling you to move financially forward, no matter where you are in your financial journey. At Making Cents Count, we offer an array of outstanding products and services to help you get control of your finances so they won’t control you!