Liberty Financial Planning

Independent Advice for Financial FreedomSM

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Steve Braun

Financial Adviser

 

734-844-8770

 

The plans of the diligent lead surely to advantage.

Work Sessions

It's tough to enjoy life if you're behind with the bills, not sure where the paycheck goes each month, or simply disorganized. That's why we created our Budget Boot Camp and Getting Organized work sessions. They are short, intense sessions that yield huge returns at minimal cost to you. Below is a general description of these services. However, they are always tailored to each client's unique situation. Call Liberty today to see how we can serve you.

 

Budget Boot Camp

This is a 2-hour session where we work together and focus on identifying and straightening out your budget issues. You get an action plan to eliminate waste and reduce your expenses, a savings plan for recurring or major expenses, a simpler system for bill payments, and renewed confidence in and control of your financial future.

 

Getting Organized

This is a 2-hour session (or series of sessions depending on your situation) where we work together to organize your financial information and paperwork. We literally clean house. You get an organized file system, a list of needed documents, a consolidated inventory list of important financial information and documents, and instructions on how to maintain your newly organized finances.

 

Give us a call today to see how we can serve you.

 

We appreciate your business!

 
 

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Fee-Only Financial Planning?

 

A Free Initial Consultation?

 

Great Reading

 

Are your assets costing you money?

 

Are there conflicts in your portfolio?

 

What to Ask  Before Investing

 

 
 
 

 

 
 

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