FOUNDATION BUILDING

Examples of our services include:

Budgeting 101:  In order to establish a firm foundation for your overall financial plan, a budget is a vital piece of the equation. According to Financial Planning Magazine, nine of ten families require a budget before the planning process can begin. John Maxwell says "A budget is people telling their money where to go instead of wondering where it went". Formulating a budget can be a simple to extensive process depending on your personal situation. Pope Financial is the exclusive Dave Ramsey Counselor personally trained by his team serving Bradenton, Sarasota and Lakewood Ranch.

Debt Elimination:  Included in your financial plan will be an effective strategy to pay down excessive debt to free your income for financial success.

Premaritial Financial Counseling:  Merging two lives into one is a difficult process, especially when it comes to your finances.  Each partner may have a different view of money which can lead to conflict.  Money problems and fights are the number one cause of divorce in America.  We will partner with your premaritial counselor to ensure a smooth financial transition.

Bankruptcy Recovery:  Unfortunately, due to multiple circumstances, bankruptcy has been the final option for many families.  We partner with area attorneys who recommend a post bankrupcy plan to change behaviors and ensure you are on track for financial success moving forward.

Divorce Transition:  Divorce is an emotional and trying time dealing with a multitude of changes occuring in your life.  Going from two incomes to one is often a traumatic experience.  We can help your incorporate these changes and put together a plan for the transition to your new life.