Helping the everyday person (YOU) reach their Financial Goals.
THE FULL PACKAGE + 8
"The Full Package + 8" includes the same as the full package (option 4) but instead of a 4 weeks process, it will be 8 weeks (2 months) of us working one-on-one to achieve all of your goals and set you up for success.
This service is perfect for the individual that needs more time during their journey.
With this service you will receive:
- 90 Mins Initial Consultation
- Creation of a Realistic Monthly Budget that Aligns with Your Lifestyle.
- The Budget is Broken Down into a Weekly or Bi-weekly Budget.
- Full Review of Your Expenses and Spending Habits.
- Detailed Savings Plans Overview & Trackers
- Debt Payment Plan (Snowball method or Avalanche method), plus a tracker
- A Full Detailed Finance Report with Current & Future Picture
- Identify your Financial Goals & Detailed Plan on How to Achieve Them
- Identify Your Spending Problems & How to Fix Them
- Weekly 30-45mins Check-in (8 total)
- Credit Score 101
- Retirement Accounts 101
- Retirement Predictions
- Credit Cards 101
- Feedback On Financial Decisions & Questions
- Mobile App Set-up Completely Free
- 90 Mins Final Consultation & Next Steps
Deals
Want this service but don't think you can afford it? Don't worry- I offer a payment plan with this service- just mention it during our initial consultation!