Financial Success Society Membership

Our step-by-step action plan for financial success
Live monthly Facebook training sessions.
Access to our exclusive members-only Facebook Group that entails a robust, private community centered on core values, beliefs, and financial philosophies.
Exclusive arsenal of resources and tools
Mindset coaching to help you take control of your finances
Access to regular Facebook Live Q&A sessions so that you can ask your most pressing questions
Insights on the financial must-haves to build a secure future
Results that fit 'your' lifestyle... even if you're stretched thin on time!

In the Clarity Phase, you’ll learn the steps to financial success and how to apply each step to your financial picture. You’ll move forward toward a secure future, confident in your financial decisions. You’ll learn how to take back control of your money.
In Phase 1 Activate: Define & Prioritize, you’ll discover the purpose for your financial plan. You’ll set goals and prioritize your needs based on your lifestyle, age, income, and financial goals. We’ll explore your risk tolerance and you’ll learn how to invest in ways that feel comfortable to you.
In Phase 2 Momentum: Gather & Organize, you’ll build energy toward your financial goals. You’ll have a clear picture of your net worth. You’ll know all the details of your financial landscape and you’ll put automation in place. Once you’ve prioritized your commitments, you’ll determine the steps and how you’ll move forward.
During Phase 3 Slay: Analyze & Evaluate, you will have defined your financial resources and started to plot out your long-term financial picture. You will analyze and evaluate your financial information, identify and eliminate financial liabilities. We’ll look to your future and help you set up a plan for the lifestyle you want and deserve.
When you reach Phase 4 Conquer: Develop Your Strategy, you will have complete clarity. All of your financial strategies will be in place. Better yet, you’ll know exactly how to execute your plan and achieve ALL your financial goals.
Finally, in Phase 5 Champion: Execute & Monitor, you’ll continue to build on your success. You will have executed your cash account strategy, short-term financial goals, and you’ll have a long-term strategy in place. You’ll establish a trust and reduce your taxes as you monitor and review your on-going progress and live the financial future of your dreams.
Results that fit 'your' lifestyle... even if you're stretched thin on time!

Hi! I'm Karen. I retired from the financial industry and became the online business owner at Making Cents Count. I hold a BS in Management from Pepperdine University's George L. Graziadio School of Business Management. I held Advisor Series 7 and 63 Securities Licenses NASD FINRA. I founded Making Cents Count to help the overwhelmed professional who needs a better way to make smart budgeting decisions and to organize her finances, so she feels confident and secure with her financial future. I spent my career in the financial industry, working with the largest insurance carriers. Now I provide limited 1:1 personal finance & consulting services. I also oversee the membership site, Financial Success Society, which includes a robust, private community centered on core values, beliefs, and financial philosophies.

Clear strategies to get your finances under control
Processes to organize and streamline your investments
Confidence that you're taking the 'right' actions
Guidance to track your legal documents, tax information, and permanent records
Markers to know when you should meet with an attorney to establish a will or trust
Templates, checklists, and step-by-step actions
Insights on the financial must-haves to build a secure future
Results that fit 'your' lifestyle... even if you're stretched thin on time!

The Financial Success Society Membership is NOW open to very limited enrollment!
The Financial Success Society Membership is only open for 5 days and then closes its doors...
The Financial Success Society Membership eliminates confusion and overwhelm, giving you the exact steps to take based on your current financial phase.
The end result, you will feel confident about your financial decisions as you move into a secure future.
If you're ready to move financially-forward, join our robust, private community centered on core values, beliefs, and financial philosophies NOW!

Financial Success Society Membership

Follow the path to financial success where small actions lead to BIG RESULTS!

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The Financial Success Society Membership is NOW open to very limited enrollment!