Funding Readiness
The journey to getting the wealth, finances and life you deserve starts here!
Everyone's financial struggle is different. From the rich to the poor we all have them. How we navigate them, learn from them and get better because of them increases our financial literacy.
Team Deal Broker is here to help you address some of the biggest challenges in life from buying a house to starting a business.
We have successfully guided many of our clients into the most celebrated time in their life and business with our Financial Success Coaching.
Whether your are trying to buy a house, start a business, invest in multiple properties, or have an entrepreneurial spirit...all of it requires a Financial Success Plan.
Team Deal Broker will help you accomplish, change, and create new goals to become the most successful version of you.
From young adulthood to retirement, each phase of life and your unique circumstance requires a different strategy and a complete plan.
1. Book your Credit / Financial Health Analysis. This call is not just about pulling your credit score and or report, it is a discussion about your dreams and how you will accomplish them.
2. You will receive a questionnaire shortly after booking this appointment. Please answer the questions completely and email the completed form back to session.j@teamdealbroker.com.
3. During your appointment our team will review several critical factors. If you don’t already have a financial statement we will help you begin the process of building one while also reviewing your dreams, goals and more. This financial statement is key to helping us understand where you are in your journey and how we may help you.
4. We will follow up your phone call with action steps that can be taken to help you accomplish and realize success.
During our call we will cover
Your personal goals
Not just your surface level goals. Like "to buy a house or car". We will help you dig into long term goals, after and more.
What you need to accomplish those goals
The ability to accomplish your goals depends on the tools you currently posses and the ones you can acquire.
How we can help you
We meet people exactly where they are in life. Helping you level up is our job. We offer a vast selection of services that will help create, gain, build and maintain wealth.
Disclaimer: We do not pressure people to buy our services. You, your goals and your circumstances need to align with the ultimate goal of our company. Meaning. Our services are not meant for everyone. We do not sell our services. We listen, consult and offer what makes sense based on your needs. We will always be honest and hope we don't offend if we can not help you currently.
- We are not just mentors! We are performance coaches.
- We use specific techniques and tools aimed at bringing you continues success!