Are you broke? You shouldn’t be. I’ll run through actionable steps for you to run your finances like a founder and make sure there’s moolah in your pocket today AND tomorrow.
3. Action Steps:
Determination
Call up your accounts
Never call when your upset
Rule of 3
Talk to more than one person
Potential Savings:
$100 - $500
4. You: “Hi, I just saw this bank
charge for overdrafting and I’d like
to have it waived.”
Rep: “I see that fee…hmm…let me just
see here. Unfortunately, sir, we’re not
able to waive that fee. It our policy
[blah, blah... Big fat no].
You: “Well, I’ve been a customer for some time
and this isn’t a common occurrence. What can we
do to waive this fee?“
Rep: “Sir, I was able to check with my supervisor
and waive the fee. Is there anything else I can
help you with today?”
Determination
6. Action Steps:
Vision
Jot down your bucket list
Drill down with 5 why’s
Get rid of everything that doesn’t
fit into your vision
Potential Savings:
$100 - $300/month
8. Action Steps:
Imagination
Think in terms of “How CAN I”
What God given talents can you
monetize?
Make a habit of paying for value
Potential Earnings:
$200 - $1,000+
13. Know the
Metrics:
Payment History Amounts Owed
Length of Credit History New Credit
Types of Credit
Flexibility
10%
10%
Where are you being wasteful?
Payment History
35%
Mint.com 15%
FICO score
Amounts Owed
30%
20. Let me know how much you
save
S@Options-Advisory.com
If you are a #VegasTech company and I didn’t name you in my presentation:
[Imagine your logo here]