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So what do you do again?

6/20/2018

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When asked about the services I provide, depending on the situation at the time, there is my short answer or the long one. That being, "I teach people how to make better financial decisions, one person at a time", or "I help people to stop doing stupid things with their financial lives and teach them how to take smart steps, that will bring them greater prosperity and security". In short, I am in the instruction business. I help people build, rebuild, or remodel their financial lives. Inevitably, any further discussion turns to examples and anecdotes, so I decided to give an sample list of skills and outcomes of my mentor work with people. This is by no means a complete compilation, but rather a representation of real life learning achievement.
  • Create a financial roadmap.
  • Identify financial blind spots
  • Improve your credit rating.
  • Buy a car without being 'taken'.
  • Learn vital money life behaviors & right actions.
  • Evaluate pros & cons for better financial decision making.
  • Establish greater communication over money matters between spouses.
  • Acquire sudden lump sum wealth, windfall, or inheritance stewardship skills.
  • Interpretation & translation of difficult or confusing financial terms and forms.
  • Engage in creating a greater net worth and financial resilience & independence.
As a bonus, this transformational learning very often results in a dialing down of financial life frustration, anxiety, and worry. Hope this short list gives an initial idea of what can be accomplished with personal, hands on instruction. ~Steve





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    Steve A. Brubaker

    Personal Financial Educator
    www.financialability.net

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LEGAL DISCLOSURE STUFF: Steve A. Brubaker is a professional financial educator and counselor who acts as a truth broker in his client's money lives. As a former long term practicing financial planner, he has broad knowledge and experience in the world of money matters. He is not currently a licensed financial advisor, investment professional, or insurance agent. Neither is he a licensed attorney, certified public accountant, or enrolled agent. The service he provides is educational and skill building, in both nature and substance. Teaching and training is provided in principles, precepts, strategies, and factual knowledge of financial truth--especially relevant to each person's individual needs and circumstances. This learning equips clients for more consistent success in personal objectives achievement, and mastering their own money life matters. Further, student learning is designed to increase both confidence and understanding, in dealing with life impact financial decisions, and major monetary purchases. Should additional, specific recommendations in insurance, investment, legal, or tax matters be needed or desired, a qualified, licensed professional should be sought.
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