Coaching resources

We hope that this page is helpful to those that want to start off on the right foot in their financial lives.  For those who are not at a stage in life where a financial planner is needed based on your complexity, Family Wealth Partners has compiled a few resources that we hope will get you motivated to be disciplined with a budget, saving adequately, and eliminating debt.

Eliminating Debt

What should I pay off and how aggressive should I be?
What money mistakes should I avoid in my 20s?


Suggested Reading

If you have additional questions regarding one of the resources or questions about topics not listed on this page, 
feel free to email a team member by clicking here
If you have been working through some of the resources and would like to setup a meeting with a Qualified Stewardship Coach click here
2518-B Plantation Center Drive, Matthews, NC 28105
Tel: (704) 321-0152  Fax: (866) 682-5062

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Family Wealth Partners and Independent Advisor Alliance are separate entities from LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: {AL, AZ, CA, FL, GA, MA, NC, NJ, NY, OH, PA, SC, VA}

Copyright © 2015-2018 Family Wealth Partners, All rights reserved.