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Presentation: The 7 BEST Financial Decisions to Make NOW!

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This is the official powerpoint presentation for the webinar I gave on Friday, April 3rd at 10 am on Zoom. Feel free to download and share and contact me for a consultation.

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Presentation: The 7 BEST Financial Decisions to Make NOW!

  1. 1. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW! BY: DAR’SHUN KENDRICK, JD/MBA/REGISTERED INVESTMENT ADVISER KENDRICK ADVISORY & ADVOCACY GROUP, LLC
  2. 2. WHO IS KAAG AND WHO AM I? KAAG * www.KAAG.co * (404) 919-0660. DISCLAIMER: This is not a solicitation to purchase or sell securities. Additionally, this does not create an attorney client relationship. KAAG is the only capital compliance law firm and investment advisory firm in Georgia dedicated to guiding minority owned founders through the capital raising process & providing investment strategies to underserved individuals and organizations to achieve their financial goals. Mission: Provide everyone with access to capital markets.
  3. 3. MY “WHY” KAAG * www.KAAG.co * (404) 919-0660. DISCLAIMER: This is not a solicitation to purchase or sell securities. Additionally, this does not create an attorney client relationship.
  4. 4. HELP US AMPLIFY THIS INFORMATION! KAAG * www.KAAG.co * (404) 919- 0660. DISCLAIMER: This is not a solicitation to purchase or sell securities. Additionally, this does not create an attorney client relationship.
  5. 5. LET ME KNOW YOUR THOUGHTS! Results Not worried Somewhat worried Worried Very worried KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  6. 6. FOUR (4) ADMINISTRATIVE ITEMS… 1) This webinar is being recorded. 2) Since this is a webinar, no one can speak. 3) Please write down your questions and save until the END OR write in Q & A chat box at the bottom. I will try to get to as many as possible in this one (1) hour. 4) This is NOT a solicitation to purchase or sell securities. This is GENERAL information for INFORMATIONAL purposes only. Additionally, no attorney-client relationship (or any professional relationship) is formed by this presentation. KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  7. 7. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 1  What does my financial situation look like?  Only YOU know the answer to this question.  What is my BEST case scenario and WORSE case?  Remember to “expect the BEST but prepare for the WORSE.” KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  8. 8. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 2  Are there changes that you think need to be made based on No. 1?  Golden Rule: Be honest and prepare.  Write down possible changes and set deadlines.  If you have to make changes, do you have the necessary documents and contact information to make that happen? KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  9. 9. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 3  Do I need to seek professional help (or self- help) BEFORE making any final financial decisions?  You don’t have to pretend to have all the answers.  There are “Self help” options to know what questions to ask  See KAAG Financial Friends list KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  10. 10. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 4  What should I do with my investments? Liquidate, stop investing or invest more?  It depends. (Typical lawyer answer)  Be careful not to solely base your decision on the crowd.—They will lead you off a cliff if you let them.  See KAAG Financial Friends list or KAAG consult KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  11. 11. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 5  How can I INCREASE my income and DECREASE my expenses?  There are only 2 ways to have extra money: INCREASE income or DECREASE expenses.  INCOME: Side jobs, liquidating an asset, selling an asset, debt such as loan  EXPENSES: Have a “Financial Friday” party like I do once a month to review my personal P & L statement and make adjustments. (NOTE: You can’t change your behavior if you don’t know what to change. Remember the Golden Rule.) KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  12. 12. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 6  What should I do with “extra money”?  NOTE: This does NOT apply to everyone.  Make sure it’s “extra” money and not just replacing your decreased income. (See the Golden Rule and host a “Financial Friday” party)  ALERT! A suspension on mortgages, credit cards and utilities is NOT “extra money” like a stimulus check may be (which we have not seen and even that may be taxed.)  Emergency fund? (3-6…9 months?), pay down debt, undervalued stocks, help someone else? KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  13. 13. THE 7 BEST FINANCIAL DECISIONS TO MAKE NOW: NO. 7  Can I help someone else?  We are all in this together and service to others never stops.  BUT--if you need to DECREASE or STOP financial support to help YOUR family, you can find non- financial ways to help.  “We can all be great because we can all serve.” – Dr. King KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  14. 14. HOW TO CONTACT ME & ANNOUNCEMENTS KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  15. 15. HOW TO CONTACT ME & ANNOUNCEMENTS KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  16. 16. HOW TO CONTACT ME & ANNOUNCEMENTS KAAG * WWW.KAAG.CO * (404) 919-0660. DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.
  17. 17. TIME FOR QUESTIONS! *SURVEY EMAILED LATER WITH PRESENTATION KAAG * WWW.KAAG.CO * (404) 919-0660 DISCLAIMER: THIS IS NOT A SOLICITATION TO PURCHASE OR SELL SECURITIES. ADDITIONALLY, THIS DOES NOT CREATE AN ATTORNEY CLIENT RELATIONSHIP.

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