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Jason Loiselle, CPA/PFS


We take a holistic approach of financial planning which we believe starts with a spending plan.  Many people do not know what they are spending money every month.    And developing a spending plan may be reality check for some.  It also makes good financial sense to know what you are spending your money on. 

The next step is to help you eliminate debt, especially credit card debt.  Debt is a destroyer of wealth.  The more debt you have, the more if your hard earned money is paid to the bank for interest.  We help you pay off your debt by using the “Debt Snowball” approach developed by Dave Ramsey.    This approach allows you to list your debts, excluding the house, in order from smallest to largest. The smallest balance should be your number one priority. Once you pay the smallest off, take the amount you were paying on the smallest and apply it to the next largest, and so on. 

After a logical spending plan and debt payment plan is established, you to put 3-6 months into a liquid emergency fund because you never know what life will throw at you!

Only after those basic ideas are established will we look at all other areas of your personal financial plan – including estate, retirement, investments and insurance protection.  All these areas have tax consequences and as a CPA and PFS, we have the experience, ethics and expertise to get the job done right. 

State: Michigan

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