Jaime Cuellar, Charlotte, NC Videos
Videos by Jaime Cuellar in Charlotte. Serving the strategy you need to achieve sustainable wealth. Hablo Español.
Prediction Cards
If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.
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Prediction Cards
If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.
Magic Eight Ball-Me.mp4
When it comes to your finances, you don’t want to find yourself behind the 8 ball. Or asking one for advice, for that matter. That’s why when it comes to discovering key money strategies, well, all signs point to me. Reach out today for an outlook that looks good.
Planning & Progress Stat #1
Saving for retirement is a hot button issue for a lot of Americans. Each generation views it differently. Let’s chat about your thoughts.
*Planning and Progress, 2023
20s-30s
I know what you’re thinking–how did I all of a sudden become an adult? Well, the good news is that adulting happens to all of us, and when it does, you don’t have to do it alone. Read our Guide to Financial Planning in Your 30’s for tips on how to make the transition from the big 2-0 to the big 3-uh-oh more seamless. And if you have any questions, I’m here to help out. http://spr.ly/6185Zwye1
Get Matched with a Good Plan
Do you believe in love at first sight when it comes to your financial plan? Or is that a feeling you haven’t experienced yet? Maybe it’s time to chat with me and get matched with your own Good Plan and go on to live happily ever after. Reach out to learn more.
Good Plan Pie
As a financial planner I could either bore you with pie charts all day long, or in honor of Pi Day, I could show you how everyone’s Good Plan is unique and special by presenting more literal pie charts. Don’t you think this way is yummier?
Good Plan Gallery
When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6186XdiLr
Good Plan Missed Calls
It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.
Good Plan Tip 4
Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.
Good Plan for the New Year
Want to get a head start on your New Year’s resolutions? Getting a financial plan designed to make them happen is the key. Reach out to get started.
23-nm-social-november-social-goals
It’s my job to help you realize your dreams through good financial planning. But first, let me help you get a better understanding of what makes a financial plan good–reach out to me and let's chat more about what goes into making one that brings you closer to your life goals. http://spr.ly/6181uNns7
Emergency Fund
When the unexpected strikes, it helps to have a plan. I’m here to help you feel secure, no matter what life throws your way. DM me today to get started.
Couples & Money
Nearly three-quarters of Americans think a candid conversation about money should come before popping the question. Do you agree? I’m here to help ensure your journey to "I do" starts on the right financial foot. DM me to start the conversation today.
*Planning and Progress Study, 2023
Limit Late Night Scrolling
At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.
Financial Planning Puzzle
Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.
FlashChallenge_Holiday_1x1 Nov10.mp4
We all know that shopping for the holidays can get expensive, and the Financial Flash Challenge: Holiday Edition is here to help you through it. Follow me for weekly savings challenges designed to help you set aside enough money for holiday gifts without having to miss out on holiday fun. Stick to the plan and see holiday shopping get less stressful. You've got this!
Gratitude
Remember that every dream visualized is a step closer to reality.
I’m here to help transform your financial goals into achievements. Ready to reflect and project? Reach out, and let's look ahead to 2024 together.