Family Planning

For most families, financial planning and budgeting is stressful. 

Financial problems and financial stress can impact your family in many different ways. Your health, emotional and physical intimacy, and home life can all be negatively affected by money matters. That’s why it’s so important to have a plan, be prepared, and know where your money is going. 

Would you like to learn how to use your dollar twice? 

 

  • The average person pays 34% of lifetime earnings in interest. That interest goes to cars, credit cards, college, mortgages, all things being financed. 
  • An estimated $0.40 of every dollar earned in the U.S. goes to pay taxes. Including, but not limited to, federal income tax, state income tax, city taxes, and sales tax. 
  • Lifestyle expenses like food, gas, utilities, clothes, insurance, and travel account for about 23% of earnings.  
  • After the expenses listed above, that only leaves 3% on average for savings.

Most financial advisors concentrate on the 3% of savings.

We work with clients to focus on solutions to reduce the 34% going to interest and 40% going to taxes. Learning how to use infinite banking to pay yourself interest and reduce the tax impact is life changing!

Let us introduce you to Jessica.

A real client with Equity Beyond Wealth Solutions.

Jessica came to us with a desire to eliminate her debt. Like most Americans a significant amount of her income was allocated to paying off her debt. Jessica was making over the minimum payments to each of her debts to try and pay them off faster. Jessica thought paying extra to her debt was the only way to get a head. Our licensed infinite banking specialist met with Jessica and came up with an individualized plan to eliminated her debt in ten years or less (rather than 30+ years).  Would you like to be out of debt?