GOAL SETTING
Our experience shows that the most successful clients start with a financial goal. The point is not about the money but what the money affords. What is your lifestyle goal?
BUDGETING
We practice the latte Factor method of budgeting by David Bach. Discipline is found in the daily habits of ONLY spending allocated amounts. The sacrifice is WORTH IT!
STRATEGY
There is MORE money out here for those who want it. We partner with accountants, lawyers, REALTORS and credit consultants to MOVE money into INVESTMENT portfolios. We increased a clients' revenue by 20% by completing annual tax filing.
NETWORKING.
WBS roots began in 2007 with networking. WE need each other to bulding WEALTH.
