What to Expect
What to Expect
Together we will find solutions by understanding your entire financial picture.
Financial Tune Up
What to expect
Financial Assessment
By gathering and documenting all financial information, this valuable tool will help to better understand your present financial situation. A Financial Assessment often uncovers the scope of the problem, allowing us to move towards solutions. We will discuss what you wish to accomplish and what is important to you, what your goals are, and what barriers you face.
Planning
Together we will get resourceful to expand your present story. We will create a new plan with practical strategies and review how to best implement the plan.
Follow Up
Your personalized report includes: • summary of meetings • assessment • strategy • plans for implementation • recommendations • cost of additional partnering, if required
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Cost
Debt Improvement
What to expect in this debt-free living spending program
Discovery
At your first meeting as your coach, I will go through a discovery process with you. You will be asked thought provoking questions to: • Get a clear picture of your current financial priorities • Learn how your priorities relate to your overall financial fitness • Visit your short and long term goals. • Exploration of budget requirements for you and your family. • Provide clear spending plan and financial direction for the way forward
Included in the Plan
• 1 hour Monthly or Quarterly financial coaching consultation • Any time email access to a dedicated financial coach • Online debt-free living spending plan tool – computer Application • Practical direction
Next Steps
Over the days, weeks, months and years to come, our commitment is to provide you with counsel and products that empower you to enhance your financial fitness. Our objective is to walk with you through the process of becoming financially fit
Is debt affecting your financial story?
Get started to make changes. Book your free initial consultation today