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Personal Insights

Money can't buy happiness, but it can buy safety and security for ourselves, the ones we love, and for those who depend on us.

You are responsible for your financial success. This success starts with education and a full understanding your current financial position. Change then comes from a commitment to improve and accelerate your financial position allowing you to improve the safety and security  of your own financial position, and secondarily the security of those you love.


The gift of financial stability is one of the best gifts you can give yourself and your family.

BTI's personal insights to drive financial outcomes largely include personalized budget creations, financial projections, and short-term and long-term coaching opportunities to help mentor, guide, and assist our clients in accountability ensuring they are progressing towards the goals they've set.


We challenge you to take control of your financial situation and make tomorrow, brighter than today.

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Mother and Son

Questions We Have Helped Individuals Owners Answer


What is my income and what are my expenses? Where is my money going and is my spending properly aligned with my income?


How will a particular decision impact my financial outcomes? Will buying a particular thing completely derail my financial goals (real estate, property, companies, etc.) or will it compliment my financial position?


How do I monitor my financial success overtime? How do I know I'm closer to my goals? I'd like some accountability, guidance, and continues to support to accelerate my financial position.

Here Is What Our Customers Are Saying

"Sarah & Dawn are two women who want to see you succeed financially. Their data driven approach gives you peace of mind you are making informed decisions with your money"

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