I was once told that "Plan beats no plan."
When it comes to financial planning, that couldn't be more true.
78% of Americans have less than $50,000 set aside for retirement. Only 14% of Americans have $100,000 set aside for retirement. (Yahoo)
My mission - help 100 people create their financial plan in 2023. By 2025 my goal is to have helped 10,000 people.
The problem - most people don't have access to financial planning products.
So, I built this resource for you.
It's intentionally built to be low-tech to be accessible to anyone.
Included in this FREE class is:
A spreadsheet designed to help you figure out:
a monthly budgeting tool
a budget forecasting tool that allows you to test various scenarios, such as new jobs or buying a more expensive house
a Personal Financial Statement that will help you understand and monitor your net worth
the exact amount of emergency fund that you should have and where you stand compared to that number
the exact amount of life insurance you should have; based on an industry-standard
how much money you have that could be invested today
finally, help you calculate how much money you will need in retirement
Anyway, I really hope you will enjoy this course.
The peace of mind that comes from taking control of your finances is life-changing. I think you will agree.
Created by a high school vet
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My personal blog is at Jonathan Mills Patrick dot com.
In hopes we can learn more about each other, here are a few things that define me:
Proud husband and father
Have helped entrepreneurs raise over $800,000,000 in capital between both debt and equity facilities
Founder of 3 startups. Each named “first-mover” in their respective industries
Helped multiple companies improve their sales and net profit by 10x factors
C-level executive in the banking industry
Recognized as the top lending executive in my industry in 2014
Recognized for innovation in the banking industry for my Feasible Funding software solution
Led the top Small Business Administration (SBA) lender in my state for 4 consecutive years
Marketing degree and have run the Marketing Department for a 230MM organization
Regular pitch competition judge and incubator mentor
Board member for the Fairview Technology Incubator
Board member to one of the first healthcare co-ops in the United States
Board member to the second-largest credit agency in the United States
Former professional mixed martial artist (MMA) and undefeated in my weight class
1996 Point Fighting Karate Champion
Trained in Brazilian Jiu-Jitsu under the Gracie family
Have coached multiple people through massive weight loss (50+ pounds)
