Develop a solid financial plan, so you are in control of your finances
Create Budget and Tracking System
Develop Debt Reduction Strategy
Initiate Saving and Investing Plan
Virtual One on One Weekly Meeting
Understand how investments work so you can do it yourself
Gain a better understanding of your retirement options
Ensure you're maximizing all of your employee benefits, including understanding all your options
Assistance with student loan debt management
Money behavior and mindset transformation
Resource Optimization Session to make the most of everything you have (1-on-1)
One Accountability Strategy Session to ensure lasting behavior change (1-on-1)
Financial Peace Mini Retreat – a two-hour session via Skype where we celebrate our victories and tackle the tough stuff. Together we can chart your path out of money angst and into peace by completing my proprietary planning template.
BONUS – Two “emergency” 1-on-1 calls to get you through difficult situations or decisions
BONUS – Money Harmony Facilitated Conversation between you and someone you love
BONUS – Review session to celebrate progress and outline next steps for continued progress toward financial peace.
