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    • Wealth Building Series

      You are ALREADY Wealthy. Financial Wealth begins with mindset to manage money. A client came to us with credit card DEBT. We showed the client how to reduce the interest rate by 15% using their own funds to eliminate DEBT.

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    • Building confidence. Building management muscle.

      Start your journey with a system. Discipline is a routine of day in and day out WORK. Money management skills require WORK. The WORK builds discipline. Financial Success lies in our ability to discipline ourselves for a marathon not a sprint by providing accountability to help clients REACH their wealth building goals. The text required is the Finish Rich workbook. There is pre-work to organize finances. Payments are accepted via Cash App at $WealthBuildingSeries

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      Good Health. Good Wealth. Good Life.

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      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?

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      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!

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      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.

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      WBS roots began in 2007 with networking. WE need each other to bulding WEALTH.

    • The Blog

      Wealth building begins with a positive mindset. YOU are already wealthy.

      Wealth: Let's Get Organized!
      January 25, 2021 · FinLitMonth
      We use this book to delve deep into the money mindset. Wealth is a product of our ability to think in wealth terms and discipline ourselves. I like to use this book since a requirement is financial organization. The finish rich file folder system says "Find your stuff". The book uses a hanging...
      Education
      October 8, 2020 · education
      All colleges are not the same. That's why there is such a price gap. The cheapest school nearest to Philadelphia is Elizabeth City State University, NC at just $3,335 per year according to https://www.cbsnews.com/news/the-25-cheapest-universities-are-they-a-bargain/ and the 12th most expensive...
      Education - In the United States, College should be free..
      September 23, 2020 · education
      In addition to reading books, I learn from conversations with people. Recently, a passenger in my car said "In this wealthy country, college should be FREE" I wholeheartedly understand their viewpoint but CHOICE is what makes this country, a wealthy country. Lets just look at 1 simple product...
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    • Contact Us

      Start your journey to a wealthier life by getting financially ORGANIZED.

      P.O. Box 2932, Upper Darby, PA 19082
      Monday - Friday 9am - 4pm
      202-670-0797
      202-670-0797
      nicole@wealth-building-series.com
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