A Productive Conversation with Mike Vardy Listeners,
Meet Your New B.F.F.
(Best. Financial. Friend.)
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Get Expert Financial Advice & Hit Your Goals With A Highly Experienced Team
That Has Your Back
The Most Common Goals We Help People With
Paying Off Debt
Paying off debt, especially a sizable amount feels like climbing Mt. Everest. When you look at it everyday, it seems insurmountable. However, with planning and training, you can scale Mt. Everest and with planning and training our clients have paid down hundreds of thousands of dollars of debt.
Buying A House
All big life goals, like buying a house require cash and sometimes great credit. Our trainers take a multi-prong approach with helping clients not only figure out how much cash they need, how they can earn and save that cash, and also how they can constantly improve their credit so when the time is right to buy the house or property, they're prepared in every way financially.
Saving For Wedding
We have helped dozens of clients not only save for the ring, but also save for the big day and honeymoon afterward all while staying within budget. It’s not always easy and our trainers are frequently the referees between the happily engaged couple, but everyone is always happy in the end when the wedding is paid for with cash and on budget.
The #1 Expense Our Clients Can’t Live Without?
Their Expensive Fitness Center Memberships.
(Yes, you can keep that!)
Why We Can Help You Nail Your Finances
We’re Experts
Just like a personal trainer at your gym, your financial trainer gives you expert guidance, cheers you on, and holds you accountable in ways that no app can. You'll be working hard, but you'll never be alone.
We Understand
Talking money can be tough. Rest assured, we've seen it all - the good, the bad, and deeply in debt - and nothing phases us. Your trainer will help you overcome your biggest hurdles with confidence.
We Work For YOU
We uncover lots of hidden fees in high expense financial products that don’t make sense for our clients. When you work with us, you pay a flat monthly fee, that’s it; and we make sure it’s affordable within your overall budget.
On average, our clients save over $600 per month and their credit score improves 40 points in 3 months
Straight-Forward, Effective, Surprisingly Fun
We take a fitness-inspired approach to your finances, teaching you how to make smarter money decisions that add up over time. It's a lot like joining a gym, minus the fancy equipment, plus a ton of free snacks.
Here's what to expect:
Meet Your Trainer
Time for some real talk. You'll sit down with a Certified Financial Trainer to walk through your goals (Need a budget? Save for a wedding? Paying off debt?) so they can build you a plan just for you.
Get Your Plan
Success is a numbers game. You'll receive a personalized plan that breaks down your goals into a series of simple, achievable steps.
Save & Succeed
Your trainer will be there to guide you, cheer you on, and hold you accountable as you work through the steps in your plan.
Next stop: financial fitness!
What to Expect on The 20-Minute Consultation Call
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