Take Action Partners

Discovery Call

Jo'Ni Kelley is from Noblesville, IN and is an Executive Director with United Financial Freedom. Jo'Ni is also a public servant, serving as a firefighter for 27 years. She has been married for 23 years to Her husband (also a firefighter) and together share a blended family of 7 children and 5 grandchildren. Jo'Ni and her husband have been dedicated users of the Money Max Account since 2009 and she loves to share her testimonial about how the program altered the financial destination of her family. 

Dr. Joan and her family reside in Franklin, MI. She is a business owner (Intelligent Office Troy, D-Bat Troy, and Right-Side Properties) and real estate investor; however, her most coveted roles are Wife and Mom (and sometimes golfer). The Haakonstads have used the Money Max Account system since 2007 and it has completely changed their lives. She believes in the system so much that she left her position as Partner in a Financial Planning company to concentrate on helping people with the #1 issue on their minds: Debt. And, she quickly became the first Field Partner in the company, accordingly. So far, Dr. Joan and her team have helped accelerate the paydown of over $48,657,775.65 in debt, with over $426,467,060.56 in total debt under management in the system.

To Register: https://attendee.gotowebinar.com/rt/6258054483016107614

As a Financial Professional, Nick's focus is on helping people turn their Debt to Wealth using the strategies the Banks use to make money. This Program acts like a Financial GPS, taking people step by step, turn by turn, to eliminate their debt and build wealth. This is done without refinancing, and without a change to your lifestyle. No magic ... just math. Nick is a musician and songwriter and resides in Ohio with his recently retired wife and often go down South to visit the Grandkids. 

Dale is a retired career Marine Corps Officer with over 20 years' experience in leadership, operations and training, logistics and human resources. Today, with over 23 years in the insurance industry, he takes an educational approach to his business. As a personal finance educator, he teaches individuals, families, and businesses "How Money Works", showing them how to simultaneously accumulate wealth and eliminate ALL debts, providing a "total wealth solution". Dale resides in West Virginia. 

Rob is married with three grown children and 2 grandchildren. He and his wife have also been raising a great nephew for 5 years. He understands the value of putting family first. Rob is a successful REALTORⓇ, Financial Literacy Advocate, and Instructor. He is an Army Intelligence Veteran and has a double undergraduate degree in Finance and Information Systems and a Masters degree in Business Administration. He has been working with the founders of this amazing program since 2008, and is an Executive Director with a growing team of successful agents.

Jo'Ni Kelley is from Noblesville, IN and is an Executive Director with United Financial Freedom. Jo'Ni is also a public servant, serving as a firefighter for 27 years. She has been married for 23 years to Her husband (also a firefighter) and together share a blended family of 7 children and 5 grandchildren. Jo'Ni and her husband have been dedicated users of the Money Max Account since 2009 and she loves to share her testimonial about how the program altered the financial destination of her family.