Borrego Financial
how to create a financial plan
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1. Schedule a Call
It's about 30 minutes. Let's see where you're at and where you want to go!
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2. Create an Action Plan
We review your financial vision together and the simple steps to get you there.
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3. Implement the Action Plan
Time to make any needed changes to help make your financial goals happen!
Join Our Team
Financial hardship is a well known experience among the majority of Americans. There is a lack of honest, competent financial coaches dedicated to today's middle income families. Our office is determined to provide exceptional service to our clients while focusing on education. We create first rate financial game plans for families while training our agents to the be the best in the industry.Interested in becoming a financial representative yourself? We'd love for you to join our team!
meet our broker: Liam Robinson
I have been a teacher for my entire life. Whether it was teaching martial arts, middle school math, or yoga, I love seeing the growth and empowerment that comes with new knowledge and skills. There are a variety of financial challenges that families face today, and as a result there is a great need for qualified guidance and financial education.
The majority of families have the ability to reach their financial goals. But there is a lack of honest, competent financial coaches dedicated to helping today’s middle class families. As a result, many are unsure how to start a financial game plan and unclear how to stay on track with confidence.
Our office is focused on serving our clients by empowering them to create financial security. We create specific financial game plans for families while training our agents to be the best in the industry.