Join Brandon Steele CFP®, ChFC® for a Financial Challenge in celebration of Financial Literacy Month!
During the 3 day challenge, you'll have the opportunity to get your finances in order, whether you're looking to brush up on your investment, tax, or estate planning knowledge.
About the Financial Challenge
Inspired by his upbringing in a middle-class family where they struggled to reach financial freedom, Brandon works with clients to empower them to take control of their finances and plan for a retirement by design.
Now Brandon is bringing many of his strategies to the Financial Challenge with straightforward, easy-to-understand advice! Brandon will guide you through the steps and considerations you need to make as you create a thoughtful financial plan.
With actionable strategies and easy-to-understand advice, join the Financial Challenge by clicking on the button below!
Why Financial Education is Critical
Growing up, finances were not a discussion Brandon was familiar with. While his family was middle class and had what they needed, they weren’t able to plan for the unexpected.
Talking openly about finances is something critical in today’s world to avoid financial mistakes. Brandon believes that talking openly about finances can prevent hardships and can be as easy to start as talking about money around the dinner table. Unfortunately, many resources and books covering financial topics are too complicated, leading to inaction. Alternatively, many resources are oversimplified, causing folks to not be able to prepare for the whole picture.
That’s where the Financial Challenge comes in.
The truth is that financial freedom doesn’t have to be rocket science. However, by taking action today and joining Brandon on the 3 Day Financial Challenge, you’ll be ready to build a pathway to a successful financial future!
After this challenge, you’ll be ready to:
Identify 3 main retirement considerations
Discover timely investment strategies
Create a tax plan for 2023
Plan your next steps for wills, beneficiaries, and estate documents
…and more!
“Committing to the Financial Challenge means taking that first step in your financial journey. By the end of the 3 days, you’ll be in a position to take control of your finances and be on a strong path forward.”
About Brandon Steele CFP®, ChFC®
Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. In 2021, Brandon wrote his first book, Retire by Design, where he shares thoughtful strategies to help readers design a purposeful retirement plan. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others. In his free time, Brandon is an avid golfer and enjoys spending time with his dog, Sophie.