Lee's Summit, Missouri
P: (816) 287-4780 | E:  info@nextgen-wealth.com

Financial Automation

Automating Financial Success

As part of your personalized financial vision statement, we will work with you to automate all of your finances.  Much like your 401k contributions are automatically drafted out of every paycheck, we want to take that same formula and apply it to your entire financial picutre.

Automating your finances will not only bring you great piece of mind, it will allow you much more time to do the things that are most important to you so you don’t have to worry about paying the bills, transferring money, etc.  While there is a little time commitment up front getting it all set up, we’ll be there with you every step of the way to make it a smooth process.

The couple of hours upfront will be more than offset in a few months, allowing you to never worry again about having to login and pay the bills on a monthly basis.  Best of all, we will help you to pay yourself first by making sure money is going into savings and retirement at the beginning of the month, rather than hoping something is leftover at the end of the month. Financial automation at its best.

Creating an Automated Financial Plan

Let us help you put a plan together to get your finances and goals in order, but most importantly, to give you the freedom to do the things you want to do.

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