Effective. Efficient. Expeditious.
Empowering Families to Achieve Financial Success and Build a Legacy. The Total Client Model
"Money, like emotions, is something you must control to keep your life on the right track"
Effective. Efficient. Expeditious.
Empowering Families to Achieve Financial Success and Build a Legacy
Helping Families Navigate Life Insurance, Manage Debt, and Achieve Financial Freedom
Committed to Helping Our Clients Succeed
At MyFL, we are dedicated to helping families understand and manage their finances. From mastering short-term and long-term savings to exploring the best life insurance options, we guide you through practical financial strategies to reduce debt, grow wealth, and secure your future.
Short-term & Long-term Savings
Learn how to balance your immediate needs with long-term goals.
Life Insurance Education
Discover the different types of life insurance and how they can protect your loved ones.
Debt Management & Reduction
Learn strategies to pay off debt and take control of your financial future.
Wealth Preservation & Legacy Planning
Explore ways to protect and grow your wealth while preparing for the future of your family.
Who We Are:
We are a team of financial professionals committed to helping families navigate their financial journeys. We understand that managing finances can be overwhelming, and our mission is to simplify it. With years of experience, we offer practical guidance on everything from saving for the future to managing debt and building a lasting legacy.
Education First: We believe that financial literacy is the key to long-term financial success.
Empathy & Understanding: We listen to your unique financial situation and provide solutions that work for you.
Integrity: We are committed to honesty and transparency in every conversation we have.
How We Do It
The Total Client Model
Comprises seven categories that together represent a complete, personal picture of you as a successful life plan. These seven categories are as follows:
1. Values are the principles and standards of behavior you hold as vital to living your life.
2. Goals entail your comprehensive agenda as a successful life plan.
3. Relationships involve the people-both personal and professional contacts who are important to you as a successful life plan.
4. Assets are the financial details of your complete economic picture.
5. Advisers are the various professionals with whom you currently engage for help and guidance.
6. Process entails the way you prefer to work with professionals and how actively you like to be involved in managing your financial life.
7. Interests are your passions in life when you're not working. These might include charitable involvements, hobbies, and other pursuits that give your life meaning.
There are other approaches financial life managers can employ to systematically collect and organize information about their clients, but in our experience, the Total Client Model leads to superior insights and superior results. It is critical for you to work with a life manager who is adept at gaining a holistic understanding of you and your personal and related professional circumstances.
That understanding will enable him or her to offer the most appropriate customized solutions-integrated financial life management services and products to produce the results that are most crucial to you. Only in this way can a financial life manager you work with be truly client- centered.
Financial life managers are not simply investment advisers.
Key Financial Tools We Use
Rule 72 & Rate of Return
We teach you how to make your money grow by understanding the power of compounding interest.
Managing Risk
Learn how to protect your assets and minimize risk through smart financial strategies.
Tax-Advantaged Savings
We help you explore tax-advantaged plans that could boost your savings and help you achieve your goals faster.
Financial Literacy Quiz--What's Your Score?
Test your financial literacy. Why? Because without a good handle on personal finances, we make poor spending decisions, don't save for emergencies, max out several credit cards, pay higher interest rates, have our identities stolen, make poor investment choices, and underestimate our financial needs in retirement.
So take the quiz. It will help you determine what you know and what you don’t know so you can take important steps toward improving your financial future.
Committed to Helping Our Clients Succeed
Real Stories, Real Success
At myflmyfl we are dedicated to helping families achieve financial stability, security, and peace of mind. But don’t just take our word for it—read the experiences of those who have worked with us and transformed their financial futures.
A Life-Changing Experience!
Before working with myflmyfl I was drowning in debt and unsure how to start saving for the future. They helped me create a budget, reduce my living expenses, and introduced me to strategies for managing my debt. I’m now on track to becoming debt-free and have a solid plan for my retirement. The life insurance options they recommended gave me the peace of mind I needed. I can finally breathe easy knowing my family is protected.
– Jessica L., Family of 4, Arizona
Clear, Compassionate, and Knowledgeable
I’ve never been good with finances, but the team at myflmyfl made everything so clear. They broke down life insurance options and helped me understand the importance of debt management. Thanks to their guidance, I was able to pay off a significant portion of my debt and set up a solid savings plan. They really took the time to listen to my concerns and provided practical solutions. I highly recommend them!
– Michael H., Small Business Owner, Texas
FAQ
What is the Rule of 72, and why is it important?
The Rule of 72 is a simple formula that helps you calculate how long it will take for your investment to double at a specific interest rate. It’s an essential concept for understanding how your savings and investments grow over time.
How do I know which life insurance plan is right for me?
The best life insurance plan depends on your family’s needs, your financial goals, and your budget. We’ll help you compare different types of life insurance, such as term life and whole life, to find the right solution for you.
How can I reduce my debt?
We can help you create a debt repayment plan, explore options for consolidating debt, and discuss strategies like the debt snowball or debt avalanche method.
What is tax-advantage savings, and how can it benefit me?
Tax-advantage savings accounts allow you to save money while reducing your taxable income. These include IRAs, 401(k)s, and other retirement accounts that help you save more efficiently for the future.
