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.

1. Run your finances like a
founder
Shavonnah Tièra
S@Options-Advisory.com

2. Nothing happens to me,
I make it happen
it
Determination

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

5. Vision

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

7. Imagination

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+

9. Imagination

10. Team

11. Action Steps:
Team
Financial Board of Advisors
Find friends who are active & intentional
in managing their money
Potential Opportunities:
Endless

12. Flexibility

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%

14. Action Steps:
Flexibility
Credit Report Hack
Free Fico Score:
CreditKarma.com
Potential Savings:
$39.95 - $130

15. Execution

16. Action Steps:
Execution
Automate your finances
Pay yourself first
Potential Savings:
$120+
Ramit Sethi I Will Teach You to be Rich

17. Iteration

18. Action Steps:
Iteration
Adjust the flow
$15,000 Auto Loan
5% interest, 60 months = $283
Total interest: $1,984.11
Extra $50/month 9/2015
(payoff 10 months early)
Potential Savings:
$300 - $500

19. Recap
Determination
Vision
Imagination
Team
Flexibility
Execution
Iteration

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]