Three-month financial planning process designed for an in-depth analysis of your spending plan, insurance coverage, investments and debt management. Our first session will be 90 minutes spent discussing your current financial position, which will set the foundation for the next three months. The completed financial plan will give you a clear, actionable direction for where to go next in your finances. While this is the recommended starting point for newcomers, this can also be a stand-alone component for individuals seeking one-time professional advice to implement on their own.
In two highly collaborative sessions, we will identify what you are most passionate to accomplish and create the step-by-step outline for how you want to get there. Each of the following sessions will be check-ins on your goal progress. These one-hour sessions are designed for you to share breakthroughs, seek advice, and make adjustments. Every conversation will be paired with professional financial advice and life coaching for the most effective implementation of the goals you establish.
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If this resonates with you and the price fits, schedule a time for us to chat.