A Penny Planned

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A Penny Planned I have over ten years of experience in providing strategic financial planning and advice to people in various stages of their financial lives.

I have a Finance degree from The Pennsylvania State University and a CERTIFIED FINANCIAL PLANNER™ designation.

💡 Today's Tips: 3 Steps to Build a Family Budget! 💡1️⃣ List all your income sources.2️⃣ Categorize and track your expens...
17/01/2025

💡 Today's Tips: 3 Steps to Build a Family Budget! 💡

1️⃣ List all your income sources.
2️⃣ Categorize and track your expenses (Keep it simple, too many categories can overcomplicate things).
3️⃣ Assign every dollar a job - savings, bills, fun, etc.
Making your money work for you starts with clarity. Start your budget today and reclaim your financial peace! Don't forget to include the kids. They can learn at an early age how to manage money with your coaching!

✨ “A penny saved is a penny earned. (and if you work with me, it becomes a penny planned 😉 ” ✨This week, challenge yours...
16/01/2025

✨ “A penny saved is a penny earned. (and if you work with me, it becomes a penny planned 😉 ” ✨

This week, challenge yourself to identify one expense you can cut back on — whether it’s a subscription you don’t use or skipping that extra coffee stop. Every small step counts!

💡 Tip of the Day: Automate your savings to stay consistent. Set up a weekly transfer to your savings account!

👉 visit www.apennyplanned.com to schedule your free consultation on how we can work together to help you build a better financial future!

One of the shocking things for me when I started in the financial industry, was the vastly different ways advisors or pl...
11/06/2024

One of the shocking things for me when I started in the financial industry, was the vastly different ways advisors or planners get paid from their clients. Many collect commissions or fees for selling certain products. Many collect AUM (Asset Under Management) fees at varying rates.

Often times, clients pay significantly different amounts for the EXACT same level of service from an advisor simply because they have a higher balance in their accounts.

I'm on a mission to create clarity for my clients, by charging a simple monthly subscription fee. You shouldn't have to pay more for a product just because you have worked hard to save money. I am a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience. Let's create a financial plan together to give you the clarity and confidence you are looking for to secure a better financial future.

Schedule your FREE consultation on my website.

Tyson Fuller is a fiduciary, fee-only financial advisor based in Cedar Park, TX. Contact our office to get expert, personalized financial advice today!

28/05/2024

Tired of paying Assets Under Management (AUM) fees and not feeling supported or have a clear vision of your financial future? Schedule a Free Consultation with me to talk about my Fee-Only subscription model. I am currently accepting new clients!

The word fiduciary gets thrown around a lot these days. What my commitment as a pure fiduciary means to you is that you will ALWAYS receive advice from me that is free from Commissions or hidden fees. If I recommend something, it is because it is in your best interest.

Schedule an appointment with me today to talk about how we can work towards a better future for you and your family!

Address

2520 Durlston Court

78613

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+15122224133

Website

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