Making Money Fun

For Wendy Rios, being riddled with debt and financial uncertainty was no longer an option. She wanted to visit the land of financial peace. Her dream became a reality when she and her husband deep-dived into Financial Coach Dave Ramsey's Baby Steps Framework.Wendy and her husband paid down a substantial amount of debt following Dave's system and applying hard work and persistence. Still, they knew they needed the help that only a professional could provide. That's when Wendy reached out to our family at Heritage Financial.  With the help of Shanna Tingom, AAMS®, CFDA® Financial planner, Wendy developed a plan to pay off debt, save for her children's college tuition, and plan a comfortable retirement.  Wendy Rios took control of her finances by seeking guidance from a financial advisor, creating wealthy habits like budgeting and saving, and hiring a professional accountant to help her stay on track. She also began investing while diversifying her portfolio to reduce risk. By doing so, Wendy was able to make wi