Your Financial Freedom

 
 

It all started when…

A financial advising client of ours asked if we would consider helping them build a budget and get their personal spending on track. We, of course, obliged, but it was a moment of realization. So many of our clients, and countless other individuals, needed help outside of just investing.

This led to the creation of Your Financial Freedom. A one-on-one personal financial coaching system to address things like saving, budgeting, credit score recovery, debt reduction, and any other financial challenge someone may face. Below are a few free tools that we have created to help you on your financial journey. There are also links to our social media, where we post content specific to personal financial struggles. Please reach out if you are interested in one-on-one coaching.

Credit Score Toolkit Download

Debt Snowball Worksheet Download

Zero-Based Budget Worksheet Download

 

Check the background of this financial professional on FINRA's BrokerCheck

Austin Wealth Solutions is a registered investment adviser in the state of Ohio. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Austin Wealth Solutions and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Privacy Notice

We collect personal information necessary to open accounts and do business. This information is collected when you provide such information, seek investment advice, or complete an application. We also collect your personal information from other sources, such as credit bureaus, affiliates, or other companies.

To protect your personal information from unauthorized access and use we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. Austin Wealth Solutions does not share your information with affiliates or non-affiliates, nor do we joint market.

We will never share, trade, or otherwise sell your personal information such as Phone numbers and SMS consent to third parties under any circumstances. Questions regarding our privacy policy or how your data is collected/used can be directed to info@austinwealthsolutions.com.