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When we were chosen for #ProjectMoney, we had no idea the success we would have setting goals. We have set a few goals over the years – save for vacation, buy a new vehicle, etc. James and his team stretched our limits and guess what? We achieved them!Goal #1: Paying off five credit cards. So far, we’ve paid off three.Goal #2: Adjust our mortgage. We were able to knock of 10 years of payments!Goal #3: Adjust our “out to dinner” spending. We’ve saved over $400 in two months by eating at home, avoiding $4 coffee purchases and not grabbing pizza at our local Kwik Trip.Planning our daily, weekly and monthly spending has kept our feet to the fire. Taking a few minutes here and there to ask ourselves, “Do we really need this, or is this a want?” has been helpful. A small adjustment in our habits pays big!We’re loving our coach James and the team at the Beaver Dam location.
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the