Helping people strategize their financial plan one dollar at a time. As an Accredited Financial Counselor (AFC), Daily Money Manager (AADMM) and Project Management Professional(PMP), with a B.S. in Psychology (emphasis in math), Liz's unique skills give her the ability to bring compassion, organization and planning to your financial life. Services include: - identifying a complete financial picture through spending analysis - creation of cash flow statements to outline income vs. expenses - debt reduction strategies - net worth calculations - focus on future goals and needs assessment - custom budgeting - financial coaching toward goals and strategy - managing day to day finances including bill organization, payment and budget creation and tracking, My overall goal and passion are to help others achieve financial peace of mind so they can focus on their lives. It can be done! Contact me to find out how: https://calendly.com/thewell-ordereddollar/15-minute-welcome-session You can also find me on FB: https://www.facebook.com/profile.php?id=61555995376110
The Well-Ordered Dollar, LLC的外部链接
US，AZ，Phoenix
Hope everyone had a great week as well!
Great day today at the 5th Annual Successful Aging AZ Conference, making new friends and connections!? So nice to be able to help others manage their finances through coaching and daily money management!? #AADMM?#dailymoneymanagement #AFC #financial coaching #financialfreedom
The Well-Ordered Dollar, LLC转发了
Hi All, are you thinking about getting a better handle on your finances and/or want to join a group of like-minded women considering retirement in the not too distant future? We'd love it if you'd join us in FinanceFixx. You can find the details below, or hop on over to HerMoney.com and look under Advice & Coaching. Hope to see you soon! https://lnkd.in/gu9ZxAKa
Curious about how credit works? What you don't know will surprise you!
Huge shout out to Alisa Glutz (author of Color My Credit) for coming to speak to the AZ American Association of Daily Money Managers about all the things we DON'T know about mastering credit. We all learned so much! If you or your clients are working to build or repair credit, please check out her website https://lnkd.in/er5YWMdE. (You can also follow her on social, book a consultation and/or find her book on Amazon, etc.) Thank you Alisa Glutz! #AADMM #dailymoneymanager #AFC #AFCPE #financialcoaching
Have you all seen Season 1? Highly recommend! Can't wait for this Season 2 as well. Hope this can help you or someone you know find solutions to better financial health and wealth! ?? ??
Ready for the largest economic mobility project in US history? See why it is working. Watch Opportunity Knocks Season 2 on PBS or at www.opportunityknocks.net.
Thank you, Suzanne Brodeur for sharing this. Beware college grads, and the parents trying to help them navigate to their next level ????
New college graduates eager to get their first professional job are becoming targets of a bolder and more personalized type of fraud.
Thoughts on maximizing your dollars in 2024 ????
So you filed your federal taxes - Congratulations! Did you get a refund? Wonderful! Now think about what you could have done with those extra dollars over the past year...if you overpaid taxes by $100/month, you could have: ?? Saved at least $650 in credit card interest (assumes a $3000 balance at an average of 22% interest rate, paying $100 more than the minimum payment...many credit card rates are much higher) ?? Invested these dollars in a high-yield savings account earning ~5%, a CD earning ~6% or in an index fund earning ~9%, for your future self, retirement, college savings or that summer vacation. The money you got back in your refund wasn't invested by the federal government, so with inflation, it's actually worth less than what you paid. But if YOU had control of those dollars, you could have grown your net worth in the ways that are best for you. The next step in making sure you're paying only the amount required for federal taxes is to complete this form: https://lnkd.in/gFhUTGSK. This is a very helpful tool and the best way to ensure you hold onto to all of your hard-earned dollars. Best wishes for your wealth! ?? #AFC #AFCPE #financialfreedom #Aadmm #dailymoneymanager
So you filed your federal taxes - Congratulations! Did you get a refund? Wonderful! Now think about what you could have done with those extra dollars over the past year...if you overpaid taxes by $100/month, you could have: ?? Saved at least $650 in credit card interest (assumes a $3000 balance at an average of 22% interest rate, paying $100 more than the minimum payment...many credit card rates are much higher) ?? Invested these dollars in a high-yield savings account earning ~5%, a CD earning ~6% or in an index fund earning ~9%, for your future self, retirement, college savings or that summer vacation. The money you got back in your refund wasn't invested by the federal government, so with inflation, it's actually worth less than what you paid. But if YOU had control of those dollars, you could have grown your net worth in the ways that are best for you. The next step in making sure you're paying only the amount required for federal taxes is to complete this form: https://lnkd.in/gFhUTGSK. This is a very helpful tool and the best way to ensure you hold onto to all of your hard-earned dollars. Best wishes for your wealth! ?? #AFC #AFCPE #financialfreedom #Aadmm #dailymoneymanager
The Well-Ordered Dollar, LLC转发了
Hey Everyone, I want to make you aware of this fantastic event, with net proceeds going toward growing R.O.S.E. and reaching more of the community with resources to safeguard the elderly. Joyce Petrowski, Founder, spoke with AZ AADMM on March 14th and brought us all up to speed on the latest fraud techniques being used to separate seniors from their money. Also, if you'd like to donate, you can do so here. #AADMM #dailymoneymanager #AFC #AFCPE
Join us for our largest fundraiser, 2nd Annual Golfers FORE Senior Protection on Friday, April 19th, 2024, registration begins at 6:30am and shotgun start at 7:30am at Dobson Ranch Golf Course. Get your sponsorship and tickets at https://lnkd.in/g4cEFzRD
此处无法显示此内容
在领英 APP 中访问此内容等
Are you in the wonderful position of being able to donate to a charity? If so, please be careful about the organization(s) you select. There are too many scams out here in social media looking to capitalize on the plight of others. Look up the organization on Charity Navigator first, and you can donate via their website as well. https://lnkd.in/dVpiCm4
Thank you to Ann, who shared her review on The Well-Ordered Dollar FB page: "Liz explained things in a way I could understand. She had some great ideas to help me feel more secure in my financial standing especially when it comes to being ready for retirement. I highly recommend speaking to Liz if you are unsure about being ready to retire, or if you are making the most of your money." Please reach out to chat if I may help you with your goals! https://lnkd.in/ghuZE9jS