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The Real Costs (and Benefits) of Buying a Home - Podcast
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Tyler Kargl
Wealth Management Advisor
Breakthrough to the person you want to be with your time, your energy, and your money.
Realize Your Financial Breakthrough
Successful and ambitious people are constantly battling conflicting priorities. Sometimes it seems like these change daily, as your life, career, and family become more complex. Priorities are directly tied to your time & energy – and finances only add to the struggle. When priorities and finances are not in alignment, you may feel anxious or off balance. As your priorities continue to shift, uncertainty doesn’t have to be part of the playbook. You can have confidence in balancing your time, energy, and money.
Financial Planning Is the Key To Unlocking It All
Push the Boundaries of What’s Possible
The truth is, you’re likely already doing some of this stuff either with someone or on your own. But maybe you’ve asked yourself – What other ideas are out there? Am I doing everything I should or can be doing? Is there a more efficient or effective way?
Identifying the Gaps Makes Us Better
Our clients are the type of people who want to be better versions of themselves in their personal life, their career, and their finances. Personal and career growth are often sparked by a coach or friend identifying what we cannot see on our own and providing advice on how to get better.
Similarly, a coach for your Financial Plan identifies the gap between where you are at and where you want to go and then helps implement a game plan on how to get there.
It’s Time to Start Running Your Own Race
Too many of us get caught up in trying to run someone else’s race. We compare what we are doing with what someone else is doing to determine if we are doing it well or right.
It doesn’t work that way with your money.
A Coaching Approach to Gain Clarity on Your Finances
The job of a coach is to know their players and provide guidance, support, knowledge, and strategic direction.
It’s how we approach helping people with their finances. Learn more about that approach here. We find out what’s important to you and make recommendations based on where you are today vs. where you want to be tomorrow to meet your goals, your dreams, & what drives you to your definition of success.
In the end, you are running your own race successfully and not worried about what others are doing.
Here’s How You Get Started:
Step 1: A Coaching Consultation
The goal is to see if we make a good team. We’ll ask a lot of questions and answer yours. We want to learn what is on your mind and what you want to accomplish financially.
Step 2: Breakdown the Tape
By tape, we mean financials. We’re going to dive into the numbers and see what the balance sheet looks like. The more detailed you can be, the more detailed we can be.
Step 3: Game Plan
See a financial plan for achieving success. We’re going to provide a full analysis. It’ll show what you are doing well, blind spots you may have, and alternative ideas.
Join Hundreds of Other Families
Our aim is to simplify financial planning for families trying to balance current responsibilities and future aspirations, allowing you to live generously toward the people, places, and causes you love.
What You Want Is Yours And Yours Alone…
and we are going to tailor your plan to your definition of success. It’s all centered on the idea of helping you become the best version of yourself. Breakthrough to the person you want to be with your time, your energy, and your money.
It’s Time to Realize Your Financial Breakthrough
Connect with Your New Team Today and..
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4