.png){kind=spacer}
M Wealth Group
Questions? Text us at: (678) 866-0787
11180 State Bridge Rd #206 Alpharetta, GA 30022
M Wealth Group
Call or text us at: (678) 866-0787
Your Financial Strategy Plan Will:
Your Financial Strategy Plan will Include:
- Clarify goals for your ideal life
- Identify exactly where you are financially
- Discover the most efficient way to reach your financial goals
- Identify any risks to your financial house
- Map out an investment plan that is right for you
- Get an exact game plan to build your family's generational wealth
- Get personalized financial recommendations based on your lifestyle goals
- Receive a personalized report detailing your recommended Financial Strategy Plan
- Clarify goals for your ideal life
- Identify exactly where you are financially
- Discover the most efficient way to reach your financial goals
- Identify any risks to your financial house
- Map out an investment path that is right for you
- Get an exact game plan to build generational wealth
- Get personalized financial recommendations based on your lifestyle goals
- Receive a personalized report detailing your recommended Financial Strategy Plan
A $2,000 value for just $1,000
#1 CASHFLOW: This is the money flowing in and out of your household and/or business. Make sure you have simple tools to track your financial flow.
#2 DEBT MANAGEMENT: Is there a right and wrong time to use debt? You bet! Being debt-free does not mean you're financially free. Start by organizing all your debts so you know what’s there.
#3 RESERVES: Reserves are a key part of your financial house. You'll learn an easy way to build reserves into your plan so that it continually expands.
#4 PROPER PROTECTION: You are your greatest asset. Everything you have now was created by you in some way. Life insurance is the cheapest way to begin generational wealth. You'll learn the right tools to have in place to protect yourself and the next generations. This is vital to building an unbreakable financial house.
#5 BUILD WEALTH: In order to build wealth, one needs to know the actual definition of wealth and the 3 biggest enemies of your wealth. We'll talk about ways to defeat them so you have greater certainty in your plans.
#6 BUILD LEGACY: What will your legacy be? And how will you ensure that happens. We will cover the mistakes even wealthy people make and how you can build an on-purpose legacy.
Prior to the 2020 pandemic, it was reported that 76 percent of Americans lived paycheck to paycheck. Nearly half of Americans could not come up with $400 for an emergency.
Because so many people found themselves financially unprepared for the pandemic, student loans, mortgages, and even car payments were suspended for many Americans to help them survive financially. With a combined 21 years of experience, we have been teaching people how to build an unbreakable financial house.
An Unbreakable Financial House is having each of the 6 main areas of your finances in such a strong condition that changes in the economy, your active income, or even a major illness could not destroy your finances.
To do this you need to understand these 6 areas and have an organized way to handle them.
#1 CASHFLOW: This is the money flowing in and out of your household and/or business. Make sure you have simple tools to track your financial flow.
#2 DEBT MANAGEMENT: Is there a right and wrong time to use debt? You bet! Being debt-free does not mean you're financially free. Start by organizing all your debts so you know what’s there.
#3 RESERVES: Reserves are a key part of your financial house. You'll learn an easy way to build reserves into your plan so that it continually expands.
#4 PROPER PROTECTION: You are your greatest asset. Everything you have now was created by you in some way. Life insurance is the cheapest way to begin generational wealth. You'll learn the right tools to have in place to protect yourself and the next generations. This is vital to building an unbreakable financial house.
#5 BUILD WEALTH: In order to build wealth, one needs to know the actual definition of wealth and the 3 biggest enemies of your wealth. We'll talk about ways to defeat them so you have greater certainty in your plans.
#6 BUILD LEGACY: What will your legacy be? And how will you ensure that happens. We will cover the mistakes even wealthy people make and how you can build an on-purpose legacy.
~ About Martin & Chelsea ~
Martin and Chelsea Matthews are licensed financial professionals with a combined 21 years of experience. They are also co-authors of the book, "Let's Fight About Money" and co-owners of M Wealth Group.
Martin grew up in Liberia, West Africa during a civil war. Growing up he saw poverty everywhere. People would come to his house to beg his father for money and financial help. These experiences taught Martin about the importance of money from a young age.
After escaping the Civil war, he came to America and sought to give back to his community. He went on to become an entrepreneur to help others grow and manage their money.
Chelsea was a single mom for 7 years. That experience shaped her desire to help other single parents to do the best they can for the next generation. Chelsea saw through experience that people generally had to choose between family success and financial success but she decided she would have both. Through the years she learned how to take control of her finances and wanted to make a difference by showing others how to do the same.