Money is the root of all evil…or so they say. But what if you could have more money, be more comfortable, have a better retirement, and life the life you’d love to live? It’s possible. No matter your income or situation.
Magleby’s Financial Wellness Challenge is geared toward giving you the resources and focus to HAVE MORE MONEY! And right now, with everything going on in the world, it couldn’t be a better time to get your financial house in order.
In our Financial Wellness Challenge, we provide you (at NO COST) Dave Ramsey’s Financial Peace University online course as well as incentive to meet with Linda Patch from Caliber Wealth Management to talk about your financial goals and dreams and how to get there. There are a few other additional things you can do as well. It’s all part of getting you further down the road to financial freedom!
The Challenge:
- Complete Dave Ramsey’s Financial Peace University – 9 Lessons Online
- Starter Emergency Fund + Budgeting
- Pay Off All Debt
- Save a Fully Funded Emergency Fund
- Invest for the Future and Build Wealth
- Buyer Beware
- The Role of Insurance
- Retirement Planning
- Real Estate and Mortgages
- Outrageous Generosity
- You and your spouse (if you have one) meet one-on-one with Linda Patch at Caliber Wealth Management for a financial analysis and plan. This meeting will is confidential and will include development of a plan specific to you and your needs. You can meet in-person, video-chat, or telephone.
- Complete at least TWO of the following challenge goals:
- Meet with your spouse or accountability partner weekly to review finances / budget, monitor progress, and discuss priorities
- Create and/or increase emergency savings fund by 20%
- Decrease overall debt by 10%
- Enroll in and contribute to Magleby’s 401k
- No credit card purchases during challenge period
- Create and maintain a budget & track all expenses
Financial Peace University
Dave Ramsey’s Financial Peace University is wildly known, super simple, and easy to follow!
How to Participate
- Email Nicole Evans, [email protected], to order your Financial Peace University membership. You will receive a workbook and activation code in the mail. Do this first thing so you have time to receive your membership and go through the program.
- Schedule an appointment with Linda Patch – (385) 223-8688, [email protected]
- Pick your two additional challenge goals and begin working on them
- By June 30, 2020, complete the Challenge Questionnaire to enter to win one of three $200 cash prizes!
The Challenge was originally slated to end in May be we’ve extended it to the end of June.
