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Our mission – “Lead people to financial peace, independence + generosity”
April 2, 2020

Let’s break this down, especially in this current time. What does it mean to have peace, independence, and generosity?

1. Peace

  • Become debt free
  • Have a fully funded emergency fund (3-6 months of income) approximately $10,000-$20,000 dollars
  • Live on a budget – not being restrictive but telling your money where you want it to go. If you need a budgeting tool we recommend YNAB.

2. Independence 
During the accumulation and wealth building phase we recommend Dave Ramsey’s 7 baby steps until you need a more complex plan such as a comprehensive retirement plan.

3. Generosity
Truett Cathy of Chick-fil-A wrote a book called “Wealth, is it worth it?”  His answer in the book was, “Yes, if you can give it away!” This is a great time to be generous. Find ways you can extend kindness to your friends, family, neighbors, health care workers, delivery drivers, local businesses, etc…

King Solomon declared, “The generous will prosper. Those who refresh others will be refreshed.” Proverbs 11:25 

Disclosure – All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.
By Published On: May 23rd, 2020

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About the Author: Tara Bruce

Tara Bruce
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