Where did we come from?
Living the same struggle everyone else is - money
With the same struggles everyone faces, Daniel Baca graduated from school with tremendous student loan debt, a bunch of unnecessary credit card debt. On top of that, living paycheck-to-paycheck he missed out on many trips with friends, concerts, and events he would have cherished for a lifetime.
Finally, he said enough, that was not the lifestyle he wanted. He set himself to build a better way to manage his money and ensure he wouldn’t miss out anymore. With some excel skills and some discipline, he built a budget sheet that allowed him to better manage his income.
With a break down of all his monthly expenses and subtracting them from his monthly income, he discovered he actually had more money than he thought. The problem was, he was not managing it correctly.
Today he shares his budget management tools with you, so like him, you can enjoy the simple pleasures in life without the constant stress of bills and debt.
Our Mission
Financial freedom is easy to accomplish with the right tools. We are here to help individuals like you free yourself from financial struggles and start enjoying your money!
Our Philosophy
Money should not be a complicated thing, so we make it easy to understand with a simple spreadsheet.
We break down your month based:
- Income
- Savings & Retirement
- Living expenses (Utilities, Credit Cars, Etc.)
- Allowance (Groceries, Gas, Etc.)
- Fun
Our Core Values
Financial freedom is the end goal and we want to make sure you achieve it. We will not take the fun out of life, but we understand that moderation is key to success.
Our core values revolve around YOU and your happiness.
- Individuality
- Trust
- Discipline
- Success
We are not here to pressure you or tell you to do what others are doing. This is supposed to be a system that allows YOU to succeed in your own way. We are just a tool for you to accomplish your goals.
Working together we want you to trust us, and we will demonstrate along the way that we are truly here to help and support you.
It will take time and discipline. Once you develop these new habits we know you will set yourself up for SUCCESS.