Lauren Sheil, Financial Security Advisor, Investment Representative

tarts with a realistic assessment of your starting point and follows a process that incorporates, debt management, unexpected life events and growth into a lifelong program of financial literacy and stewardship. My ideal clients are average people with big dreams and bigger hearts, just like you and me. I teach my clients a proven six step process to financial freedom:
• Dominate Debt
• Regulate Risk
• Rule Retirement
• Set-Up a Sinking Fund
• Take Control of Taxation
• Leave a Legacy

We will start by taking an honest and unflinching look at your present situation. Depending on where you stand we may start by implementing a debt management program and meet frequently to review progress or jump in anywhere along the path and develop a plan unique to you. Regardless of where we start we will talk and/or meet at least once per year to review things and revise the plan. It is through these frequent meetings that we will get to know one another and develop a plan that ultimately leads to your success.