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 anyone who is 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.
Are you ready to start investing, control your finances, and prepare for retirement? Join our amazing community! You’ll receive exclusive financial tips from Making Cents Count, as well as unlimited FREE access to our resource library full of money-saving tools and guides.
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. You’ll find the empowerment 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.
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 “phases.” It’s normal to start in the Define + Prioritize phase. During this time, you’ll learn and gather information to understand exactly what your numbers mean. This is when you know what you’re facing with regard to your 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 is asset allocation — you’ll figure out which baskets are the best fit for 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 phases with an understanding of exactly how to achieve your goals. We take the overall concept of financial planning from budgeting to legacy building and 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 (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 (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 company-sponsored 401(k) 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 phases of what I call the Financial Success Path:
- Define and Prioritize
- Gather and Organize
- Analyze and Evaluate
- Develop Your Strategy
- Execute and Monitor
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 phases and move forward with financial confidence.
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 be moving financially-forward.
I firmly believe that you control your finances; they don’t control you. Knowledge is empowerment, 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 accountability and support.
No matter where you are, you’ll eliminate the clutter and chaos of getting your financial landscape in order. The community aspect allows you to talk to others candidly in a safe space. You can see where others are on their journey, exchange ideas, and talk about money in a safe, judgment-free zone.
Within the group, there will also be professionals you can reach out to for help. 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, accountability, and guidance you need with results that fit ‘your’ lifestyle… even if you’re stretched thin on time! It’s my personal mission to empower you to take control of your money and to feel confident about your financial decisions as you move into a secure future!
I’m inviting you to join our Financial Success Society! The doors open in March 2021 to very limited enrollment. This exclusive financial membership group provides support and a safe space to grow on your financial journey. At Making Cents Count, we offer an array of outstanding products and services to help you get financially organized. Together, we will help you get control of your finances so that they won’t control you!