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Program

A Synopsis of the Program

Introduction

Although each of us will have our own unique money goals throughout our life, Me&MyMoney believes there is one goal that unites us all. Live the Life You Want and Have Money Left Over.

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Background

It is not a surprise that the average American is failing in dealing with their Money. The current recession may have highlighted the challenges, but the underlying problems were in place before the recession even started.

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Part 1 - Where Am I?

Every great adventure starts with a first step and the first step to becoming Money Powerful and Confident is to have a good idea of where your are today.  At this point there is nothing you can do about the past.  You are where you are.  Paraphrasing the words of Colonel Stockdale, “Never lose confidence that you will be successful in achieving your Money future, but at the same time you must be willing to face the most brutal facts of your current money reality.” 

Understanding where you are begins with “direction rather than precision”.  I may want to walk to St. Louis, but I first must have a general idea of where I am and whether to head East, West, North or South.  I can make progress if I am just heading in the right direction.  As I get a better handle on my bearings, I can begin to find the most direct route.  As long as I am improving my bearings along the way, I will get there faster if I start walking today rather than waiting months to be clear on the exact path.

Me & My Money is about understanding the direction and taking action.

Who Am I?

The first brutal Money facts are around “Who am I?”

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How Am I Doing?

The second brutal money facts are around “How am I doing?”.

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What Can I Do To Change The Outcome?

How can I unleash my money creativity and imagination?

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Part 2 - What Can I Do?

Direction, Action, Imagination and Commitment

Become a Member

Congratulations!  By becoming a member, you’ve taken the biggest step in matching your Money to Your Life.

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Create Preliminary Money Actions

Life is best experienced by doing not talking.  You’ve taken the first big step, now we want to help you get going.

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Evaluate Performance

As you reach this point, you now know a number of things. You know the money picture of people like you - Profile, where you think you are - Trajectory, and what you want to do - Strategy. The final piece of the puzzle is what you are doing. This will be your Monitor.

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Gaining Powerful Insights

Every time you return to the site, update information, improve your accuracy, run a Sim or apply a Strategy, you will receive some customize Insight.

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Improve Accuracy

The accuracy of your MyMoney lines will be improved by the completion of a number of simple worksheets.

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