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myFinancial Reflection™

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myFinancial Reflection

myFinancial Reflection™ is a new web based money management software program designed for people who either want to change how they look at and use money, get out of their paycheck-to-paycheck lifestyle, or want a program that will help them reduce spending, eliminate debt, and increase savings without using traditional budgeting and expense tracking techniques that just haven't worked in the past.

The biggest difference between our program and the other countless programs is with myfinancial reflections there is NO stressful budgeting or tedious expense tracking. That means you never have to say how much you make or how much you spend. Instead of using out-dated money management techniques, My Financial Reflection focuses on why you spend, and how you are making spending decisions.

The software is designed to help you assess your financial thoughts and behaviors and then integrate them into personal money management techniques that will help you achieve your financial goals.

The My Financial Reflection program requires less than two hours to complete. The program contains eight simple steps and will result in a detailed analysis of your financial thought, behaviors, and offer specific action steps to help you achieve the financial life you deserve.

Step 1: Captures your personal information to create a unique profile for you to use and manage youR myFinancial Reflection plan.

Step 2: Provides a comfortable and insightful format to discuss and share what’s important to you about money and why.

Step 3: Allows you to create a personalized list of expenses they reflect your current financial situation and cash flow.

Step 4: Makes the software revolutionary. Instead of asking how much you spend this step asks you to identify how each of your expense fit into your life by organizing them as wants, needs, and as supporting your values / goals.

Step 5: Asks you to rank the importance of each individual expense as compared to your other expenses.

Step 6: Looks at how you pay for each expense: Cash, Check / Debit Card, or Credit Card.

Step 7: Looks at your expenses based on their timing and predictability: Fixed, Variable, Periodic.

Step 8: Allows you to review your data and make sure your inputs reflect who you are and what’s important to you about money.

By completing the program, you will receive a comprehensive myFinancial Reflection Plan. The plan contains an extensive analysis and review or your financial behavior and provides specific action steps and support tools for implementing long-term financial changes.

• The plan is easy to read and contains text, charts, and graphs to help you truly see your “Financial Reflection.”
• The personalized action steps are created based on your input, your values, and your beliefs so they mirror what’s important to you instead of someone else.
• The Program is designed to provide you with the ability to discuss important life events and opportunities with a caring and thoughtful advisor.

To have Robert or a financial professional in you area contact you, please use either the form on your left or call (248) 890-0834.