If you’ve done any research on personal finance, I’m sure you’ve seen a variety of different systems, life hacks, investment ideas, and tons of other spending ratio rules. So which one is the correct formula for ultimate life success and achieving all your financial goals? None.

Who am I?

My name is Chaise, yes, like the lounge chair, and I’m here to tell you that everything you have heard or read about budgeting, investing, debt, loans, etc. is certainly wrong. But how can this be? Well, every person’s life situation is different. Age, relationship status, mental health considerations, job situation, current economic climate, and many other factors go into making smart financial choices. None of these main stream solutions is going to fit any given person just right but that’s where I come in.

Who am I? Well….I’m Chaise. I’ve spent years listening to and reading personal finance gurus such as Dave Ramsay, Robert Kiyosaki, Suze Orman, and about anyone else who claims to have the secret recipe to personal financial success. Sure, these systems are inherently thought out but they can’t totally account for any and all life situations, emergencies, or unexpected events.

Why should you trust me?

I’ve spent a lot of time crunching numbers….like taking 4 years of calculus, physics, thermodynamics, fluid mechanics, chemistry, and statistics. I’m a chemical engineer by day, personal finance obsessed entrepreneur by night. I’ve made more than my fair share of mistakes along my journey of figuring out how to structure my life and learn from others on healthy spending habits. In fact, I’m still working on it. The thing is, life happens. Like dieting, there’s a big psychological component to budgeting. Anyone can give you a spreadsheet or make a budget for you but that lasts maybe a month or two at best.

So what is my magic formula? It depends. Yep, it all depends. I want to coach individuals on learning about themselves, recognizing their struggles, where they’re at in life, and create a unique plan for them that helps reduce their unnecessary debt and sets them up for a stress free future. It’s all about the legacy YOU want to start. This only works if you’re sick and tired of failing over and over again. You can only change if you’re ready. Reach out to me at modernmoneyskills.com and lets get a free consultation scheduled to see if we’re ready to tackle your frustrations, poor habits, and stress with a personalized financial plan. Your journey only starts when you take the first step. What will your legacy be?

Chaise Surmeier
modernmoneyskills.com
[email protected]