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STRATEGIES for keeping Your Financial Peace During Life’s Storms Kylisa Harris, RFC Destiny Financial Services June 24, 2010

Leadership Financial Peace Presentation

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Maintaining your financial peace of mind in the midst of any economic cycle is all about planning!

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Page 1: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Kylisa Harris, RFCDestiny Financial Services

June 24, 2010

Page 2: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

FINANCIAL CRISIS

UNEMPLOYMENT

Page 3: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

What Do I Need to Do ?

Page 4: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

1. Loose the Victim Mentality

2. Become Pro-Active at Life

Page 5: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

PROTECTION

Debt

GOALS

RETIREMENT

COLLEGE

Page 6: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

PROTECTION

Debt

GOALS

RETIREMENT

COLLEGE

Page 7: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

DEBT

Page 8: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

GOALS

Page 9: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

RETIREMENT

Page 10: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

RETIREMENT

Page 11: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

NEW NORMAL

GOVERNMENT

EMPLOYER

YOU

“Back in the DAY”

Page 12: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

NEW NORMAL

YOU

EMPLOYER GOVT

“This is Today”

Page 13: Leadership   Financial Peace Presentation

STRATEGIES for keeping Your Financial Peace During Life’s Storms

Planning (5 Key Areas)

Ladder of Wealth

COLLEGE

Page 14: Leadership   Financial Peace Presentation

CONCLUSIONPlanning is theKey to MaintainingYour Financial Peace Thru thestorms of life