Financial Education for YOU
We know that each person’s financial situation is unique. That’s why our team of certified Money Mindset Team is here to offer personalized guidance and create a plan tailored to your needs. Whether you want to save for a significant purchase or pay off debt, we have the tools, knowledge, and resources to guide you through the path you’re on. The best part? It’s completely free to you.
What’s in it for you:
- Budgeting- Create a plan for your spending and go over cash flow.
- Saving– Build an emergency fund and establish long and short-term goals.
- Credit– Start building your credit or assist you in rebuilding your credit.
- Debt Repayment– Discover strategies to help you pay down your debt more efficiently.
- Life Changes– Adjust your budget to match life changes and achieve your goals.
- And more
Our Certified Money Mindset Team
At SouthPoint, the Money Mindset Team is here to guide your journey to financial freedom.
Dan Davis
Member Advisor | Certified Money Mindset Advisor
Doug Booms
Service Manager
Isaiah
Member Advisor | Certified Money Mindset Advisor
Joachim Ferk
Service Manager | Certified Money Mindset Advisor
Madison
Member Advisor | Certified Money Mindset Advisor
Mollie Beranek
Service Manager | Certified Money Mindset Advisor
Certified Money Mindset Advisor Contact Form
Blog Posts
12 Steps to Financial Wellness-Step 1: How to Track Your Spending
Step 2 of 12 to Financial Wellness: Creating a Budget
Step 3 of 12 to Financial Wellness: Pay Down Debt
12 Steps to Financial Wellness-Step 4: Have the Money Talk with Your Partner
Step 5 of 12 to Financial Wellness: Practice Mindful Spending
