Press play to hear, in her own words, why Tammy does this work and who she loves to help.
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Watch this video to learn the 3 concepts that drive a strategic financial plan.
Hello
I'm Tammy Butler, and I help young people and families set a plan for financial success so they can live smarter, not work harder. I start with a comprehensive look at where you are today, then use MMax to show what your current path will cost you and what could be possible with a plan.
My work sits at the intersection of two ideas: making financial decisions with clear information, and using life insurance to build wealth and eliminate debt at the same time. One conversation usually changes how people see the rest of their money lives.
Licensed in OK · License #3004013841
For young people and families · Oklahoma
What a conversation covers
A comprehensive dive into your current financial situation, from income to debt to what your money does today.
A clear look at what is important to you and the goals you are actually working toward.
Your current trajectory shown with MMax, and what staying on it will cost.
What could be possible with MMax and MMax Pro, including life insurance doing two jobs at once.
No jargon, no pressure, no product pushed at you. Just your numbers, your goals, and a look at both paths: the one you are on, and the one that could be possible.
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We take a comprehensive look at your current financial situation: income, spending, debt, and what your money is really doing today.
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We talk about what is important to you and your goals: the house, the kids, the future you can actually picture.
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I use MMax to show your current trajectory and what it will cost you to stay on it. The math becomes visible, not vague.
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Then we look at what could be possible with MMax and MMax Pro, and whether life insurance fits as a tool to build wealth and eliminate debt at the same time.
MMax is the financial decision tool I use with every client. It shows your current trajectory, what staying on that path will cost, and what could be possible with a different plan. When your money decisions are made with the whole picture in view, they get smarter.
Explore MMax planningA permanent life insurance policy can do two jobs at once: build cash value over time and anchor a plan to eliminate debt while protecting your family. The trade-offs are real, and I explain them in plain language before anything else.
Explore life insurance strategyThe question
The answer is on a trajectory you have never seen modeled. Let's put it on the table, along with what could be possible.
Schedule a conversationBuild wealth · Eliminate debt · See what's possible
Short, honest articles on financial trajectories, life insurance, and the tools I use with clients. Written for people, not actuaries.
A budget shows last month. A trajectory shows your whole life. Here is what a trajectory is, what staying on your current one can cost, and why seeing it changes the conversation.
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In the right long-term structure, yes. This article explains how cash value works, how families use it while paying down debt, and the trade-offs to know before you commit.
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MMax takes your real numbers and shows your current trajectory, what staying on it will cost, and what could be possible with a different plan. Here is how it works.
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A 401(k) offers tax benefits, an employer match, and an easy way to save, but it is not a complete retirement plan on its own. Here are four ways it can fall short.
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A small filing can lower your property taxes every year. Here is what Oklahoma's homestead exemption is, who qualifies, and how to claim it so the savings can go toward debt or savings.
Read the articleContact
Tell me a little about where you are, and we will find a time to talk. You will leave with a clear picture of your current trajectory and what could be possible, no matter what you decide next.
Serving young people and families across Oklahoma
Licensed in OK · License #3004013841
Conversations by phone or video, at a time that works for you
Thank you for reaching out.
Your message is on its way, and I'll be in touch soon to find a good time to talk. In the meantime, the Journal has plain-language articles on financial trajectories, life insurance, and how MMax works.
Read the Journal