Financial Review + Strategy

This Financial Review + Strategy package is designed for those who have never really taken the time to make sense of their financial situation. Learn how to maximize your income, set reasonable savings goals and organize your spending so that you are on the financial fast track.

Is this right for you?

This level of service is geared toward those who are completely new to financial planning. This is a great introduction to help you identify your financial goals, as well as make sure the financial decisions you make today are in line with your long-term plans.

What’s included?

  1. Initial financial uncovering to discover where you came from, where you are and where you want to go

  2. Deep analysis of saving, spending, debt, investing, retirement planning, insurance planning, income, expenses, credit scores, student loans, bank accounts, credit cards and much more

  3. Guidance for developing S.M.A.R.T financial goals

  4. Identify those financial priorities needed to be handled NOW not LATER

  5. Create action solutions for top priorities

  6. Construct saving and spending strategies aligning your goals and priorities

What’s not included?

  • This session is designed to help you get on the right track with your finances, however it does not include any follow-up to make sure you stick to your plan. If you think you’d benefit from extra accountability, check out my Financial Review + Strategy + Coaching package.

How much does it cost?

  • The cost for the Financial Review + Strategy is $1,500.*

Financial Review + Strategy + Coaching

Concerned about retirement? Negotiating your salary or changing careers? Emergency funds, spending issues, saving for your child’s education (or dealing with your own student loans)? We’ll get everything under control–one step at a time. Even the less glamorous things, like having the right kinds of insurance and essential estate planning documents like a health care proxy—you’ll be fully covered by the time we’re done.

Is this right for you?

This level of service is geared toward those who are regularly saving each month (or aren’t yet, but could be), and aren’t quite sure how to focus their energy to achieve their goals. Financial Coaching is designed to make sure you follow through on your goals by providing regular check-ins and support.

The clients who benefit most from the Financial Coaching package are usually entering an exciting new life stage and need help during the transition. Perhaps you’ve finally paid off your credit card debt, earned a promotion at work (accompanied by a nice raise), had a baby, or simply entered a new decade of life. If it’s time to finally feel in control of your finances, then this is the package for you.

What’s included?

  1. Initial financial uncovering to discover where you came from, where you are and where you want to go

  2. Deep analysis of saving, spending, debt, investing, retirement planning, insurance planning, income, expenses, credit scores, student loans, bank accounts, credit cards and much more

  3. Guidance for developing S.M.A.R.T financial goals

  4. Identify those financial priorities needed to be handled NOW not LATER

  5. Create action solutions for top priorities

  6. Construct saving and spending strategies aligning your goals and priorities

  7. 2 monthly check in calls

  8. Unlimited monthly access for questions & concerns, as desired

  9. Accountability partnership for ensure you reach for financial goals within the your specified timeframe

What’s not included?

  • Financial coaching is designed to make sure you meet all of your financial goals within the allotted time frame. I can’t force you to do things, but I can be the little reminder you need to make sure it doesn’t fall through the cracks. 

How much does it cost?

  • The cost for 6-months of financial coaching is $3,500.*

  • The cost for 12-months of financial coaching is $6,000.*

* Please note payment plans are available for each package. Schedule an Uncovering Session to discuss.

 

 

 

 

 

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