Jim Stigman: Money Truth Method Steps
6
MoneyTruth Method Steps Jim Stigman
-
Upload
jim-stigman -
Category
Economy & Finance
-
view
39 -
download
0
description
Jim Stigmsn is the president of TruMoney Designs which follows the five-step MoneyTruth Method outlined in the following slideshare presentation. As a husband and a parent, Jim understands the importance of planning for the costs of a college education. With the rising cost of tuition for colleges and universities, most families risk sacrificing their retirement savings in order to help their children through school. As a college funding advisor, Jim has formulated financial techniques to teach families how to save money without losing their retirement funds or savings accounts. Jim and his team assist families with getting the most out of their sources of income in order to keep families from diminishing their savings or retirement funds. The team also coaches families through the tedious college admissions process, helping them decide on the right college or university for them based on financial needs. Jim’s college planning process allows families to maintain their financial stability while in turn giving their children the best college educations possible. The MoneyTruth Method Steps include: Step 1: Gather pertinent financial data and create the client's Money Mission. Step 2: Find gaps and traps, debunk financial myths, and apply truth to the client's Money Mission. Step 3: Discover financial strategies that align with the Money Mission. Step 4: Use our network to identify and implement the right products, strategies, and services. Step 5: Stay focused on the Money Mission, continually looking for ways to add value.
Transcript of Jim Stigman: Money Truth Method Steps
MoneyTruth Method StepsJim Stigman
MoneyTruth Method Step 1:
Gather pertinent financial data and create the client's Money Mission.
MoneyTruth Method Step 2:
Find gaps and traps, debunk financial myths, and apply truth to the client's Money Mission.
MoneyTruth Method Step 3:
Discover financial strategies that align with the Money Mission.
MoneyTruth Method Step 4:
Use our network to identify and implement the right products, strategies, and services.
MoneyTruth Method Step 5:
Stay focused on Money Mission, continually looking for ways to add value.
