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Mead
lock Fin
ancial &
Co
nsu
lting
Services 4943 Park Ro
ad Su
ite 348C
harlo
tte, NC
28209
mEADLOCK FINANCIAL & CONSULTING SERVICES
“It’s not your money; It’s your life.”
mEADLOCK’S PRIVATE PLANNING PACKAGE:
These private one-on-one sessions are structured to gather information about your goals and fi nances to formulate a plan that’s specially designed for you. With private fi nancial counseling, we focus on the person as well as fi nancial improvements. All you have to do is bring your questions and execute the plan. After the initial interview and a follow-up visit, you will receive a portfolio that includes:
o A recommended budget and debt reduction plan customized based on your money relationship, spending habits, and fi nancial goals.
o Credit Report Analysis with recommendations for improvement.
o An interactive calendar with dates for paying bills, having household fi nancial discussions and follow-up program dates.
o Timelines for reaching your personal fi nancial goals such as emergency savings, education planning, retirement savings, or any other immediate fi nancial needs
980 -237-7755Contact us today!
Who am I?I, Ashley Meadows, am the founder
and owner of Meadlock Financial & Consulting Services. After studying Mathematical Finance and graduating with my MBA, I wanted to start a business that spoke to my passion -- educating people on taking control of their finances. My goal is to translate my own personal financial struggles and achievements into empowerment for others. I want to educate YOU to make smart, informed decisions about your finances and future. Based in Charlotte, NC, Meadlock Financial is more than a business. Meadlock Financial & Consulting Services is a
mission, a passion, and a purpose.
What I do.I went searching for help only to find that traditional
financial planners wanted a minimum investment or a fee of thousands of dollars to give me advice. I was frustrated that there was no one to explain the intricacies of financial management.
Meadlock Financial aims to change the landscape of fee-based financial planning in Charlotte by providing affordable, personalized financial plans and consultations with middle class families. I counsel regular people with middle-class incomes. I help people explore their emotions and personal relationship with money so they can stick to their financial plan. I educate people so they have an understanding of financial products. I advise people on the risks and rewards of the decisions they make. And more importantly – I empower people to take an active role in managing their money.
AFFORDABLE FINANCIAL PLANNING AND EDUCATION
If you have questions about your finances, trouble sticking to a budget, or just want some advice on how to finance your lifestyle, Meadlock Financial has the answers you need.
Topics Include: • Credit Scores & Reports• Student Loans & Financing Your
Education• Retirement & Social Security• Investing
©20
13 m
eadl
ockfi
nanc
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om
Call or contact us at meadlockfinancial.com | 980-237-7755
Join us for our Financial Empowerment series. The Financial Empowerment Series is a 4 part class taught weekly. Meadlock Financial will walk you through the process of reflection, examination, planning, and education.
See us at meadlockfinancial.com for a complete listing of Money Quest Classes.
PRIVATE FINANCIAL PLANNING SERVICES
Reflection: Finances as a Manifestation of You – In this class, we learn to reflect on our triggers and emotions to identify habits that keep us from reaching our financial goals.
Examination: Budgeting for Success – A budget shouldn’t become a chore. Find out how to create a budget that actually sets you up for success.
Planning: Managing Your Money – There will always be the next goal, emergency, or expense. Examine the ways to use your money to enhance your life.
Education: Financial Products Overview – Don’t spend on another financial product without understanding its merits. All of the basics are covered.
Financial Empowerment Series
MEADLOCk FINANCIAL & CONSULTING SERVICES
“IT’S NOT yOUR mONEy; IT’S yOUR LIFE.”