Small Business & Personal Financial Consulting
Services
We're here to provide clarity in making wise personal financial decisions for today and your future.
Budgeting
Strategy for managing income and expenses
Debt Reduction/Elimination
Formulate a plan to reduce/eliminate debt.
Savings Tips & Guidance
Save today to enjoy tomorrow
Credit Report Comprehension
Securely pull your own free credit reports, analyze, and place freezes for protection.
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Wealth Building
Put your money to work for you
Retirement Account Knowledge
Would you like to start investing? Have you left a 401K at an old job?
Basic Insurance Analysis
Home, Vehicle, Renters, Life...What do you need to protect?
Home Analysis Buying/Selling/Refinancing
Are you ready to buy a home? Paying too much for your current residence?
Collection Management
If Debt Collectors are harassing you, we can formulate a plan
Bankruptcy Avoidance
If you are considering bankruptcy, STOP. Let's explore alternative options.
Financial Education for Children
Teach your kids responsible money habits
College Financial Planning
Explore options for paying for higher education including tech programs.
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Basic Will & Estate Planning Information
Financial Power of Attorney, Advance Directive, Last Will and Testament. EVERYONE needs this plan in place.
Legacy Box Preparation
Do your loved ones have the information they need if you're gone tomorrow?
Goal Achievement
Vague Goals = Vague Results, Formulate a plan for SUCCESS!
Lindsey (Ward) Stern has a desire to provide education and resources to empower individuals and small businesses with financial knowledge so they can live extraordinary lives!
Money management has intrigued Lindsey for as long as she can remember. She had her first checking account in sixth grade and her first credit card at age 19 – and she has NEVER carried a balance. Since that time she has formed multiple small businesses and guided individual clients to reclaiming their financial lives.
Lindsey Stern
Consultant/Founder
More About Lindsey
Lindsey has a Bachelor’s Degree in Business Finance and a Bachelor’s Degree in Economics from Montana State University. She has also completed the Ramsey Solutions Financial Coach Master Training certification program and has taught Financial Peace University. She utilizes this training along perpetual continuing education and over four decades of life experience seeing how financial responsibility, or in some cases lack thereof, can shape and impact someone’s life for years to come.
When not consulting, Lindsey spends time in Central Nebraska with her boyfriend and border collie dogs, at her niece and nephew’s various activities, working team ropings, riding horses, playing pickleball, reading, traveling, attending church, and encouraging others through empowerment and financial education.
Resources
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Annual Credit Report : https://www.annualcreditreport.com/index.action
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Amortization Calculator: https://www.amortization-calc.com/
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Consumer Financial Protection Bureau: https://www.consumerfinance.gov/consumer-tools/
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Ramsey Solutions: https://www.ramseysolutions.com/
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School of Self Image – Life Coach Tonya Leigh: https://schoolofselfimage.com
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