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Handy Investor

6 Month Mentoring Program

When you were in high school, did you learn how to manage money properly? Of course not. You were released into the world with no knowledge of how to save or succeed with money. So what did most of us do when we finished school? Got a loan or a credit card!

This program is designed to teach you the skills with money you didn’t learn in school. You will get rid of bad spending habits and learn to make good ones.

Your Spending Plan will be your future bank statement showing you your transactions coming over the next 12 months and more. The ability to forecast future spending will give you the advantage of knowing when your account balance will hit its lowest and when it will be at its highest. On what day you can go and buy that Fridge or next investment property, and what day you may fall short.

Short falls you will see in advance and your Plan will give you the ability to prepare, make adjustments and replenish the account before that happens.

All with the addition of having someone to guide you through the entire process, ensuring you are making great decisions as you go.

​So simple, so easy and it just makes sense!

Once your Plan has been set up, we will assist you in getting the most out of every dollar. When you need assistance, your Spending Planner will be able to navigate and guide you through any challenge.

Your mentor offers one on one support. Weekly emails requesting to report in your balances to ensure you are on track gives you the ultimate accountability. If you slip up, she will assist you with getting back on track. You’ll have a Spending personal trainer helping you to reach your goals sooner.

​”Where performance is measured, performance improves. Where performance is measured and reported, the rate of improvement accelerates.” Thomas S. Monson

Do you need an expert about your spending?

Yes, of course! So contact our Spending Planners now

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