At Dollars and Sense Solutions, we specialize in educating clients in basic financial literacy, both personal and business. Our services are designed to help a range of clients take control of their financial future and achieve their financial dreams and goals. We use a proven system that has helped over 30,000 people to achieve their financial goals.
We tailor our solutions to the individual needs of each client. There is no cookie cutter approach when working with us. When you invest in us, we want you to win and we support you every step of the way on your journey.
Your mortgage is most likely the biggest debt you’ll have in this lifetime. We can help you implement the most efficient cash flow strategy that will enable you to pay down your mortgage earlier so you can glide into retirement secure in the knowledge that your family home is paid for.
Are you earning great money, but still feel broke or like your debt never seems to end? Have you been enjoying your money and have now decided it’s time to get serious and start setting some goals for your future? A Spending Plan can show you exactly where your money is going (or isn’t going) and can help you put some financial goals in place that you will work towards achieving, not in 5 years or 10 years, but now.
Do you have a goal to get your foot on the real estate ladder? Are you ready to stop renting and invest in your own forever home? It’s not an impossible dream. I can help you get your spending on track so you can climb out of the rental money pit with your own customized Spending Plan. I can also help get you to a mortgage broker faster than you may have thought possible with the track records they need to impress the lenders to get you the mortgage best suited to your needs.
Do you know if you are making a gain or a loss on your investment property/s? Would you like to buy another investment property to add to your portfolio? A customized Spending Plan can be tailored to include your investment properties and can forecast your property expenses so you know how much your investment is costing you. It can also help you plan for the next one!
Do you know what the essential costs of your business are and also of your household? Do you know how much you need to sell in your business in order to cover your business costs as well as your household costs? Financial literacy and understanding the cash flows in your business is critical to your survival and growth. I can help you plan and understand both your personal and business finances and how the two work together to ensure the viability of your business and also your household.
Add CTA Button like the others
