The Foundation

Establishing a solid financial foundation is the first step towards a secure future. Together, we will identify challenges and opportunities related to your current spending and debt management plan. Also, I will help you discover efficient ways to meet your current financial obligations, while looking towards the future.

How does it work?

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FOURTEEN WEEKS

FOURTEEN WEEKS

This service consists of five one-hour spending & debt management planning meetings and two thirty-minute follow-up meetings over a 14-week time period.

DEFINE

DEFINE

We ​work together​ ​to ​clearly​ ​define​​ ​your​ ​values -​ ​the​ ​things​ ​that​ ​you ​care​ ​most​ ​about​ ​in​ ​life - ​and​ ​your spending​ ​&​ ​debt​ ​management​ ​goals.

CLIENT PORTAL

CLIENT PORTAL

You ​will​ ​be​ ​granted​ ​secure​ ​access​ ​to​ ​your own ​client​ ​portal ​which​ ​allows​ ​you ​to​ ​aggregate​ all your​ ​financial​ ​accounts​ ​in one​ ​centralized​ ​location and view your financial plan anytime from any device.

PERSONAL FINANCIAL STATEMENTS

PERSONAL FINANCIAL STATEMENTS

A​ ​set​ ​of​ ​personal​ ​financial​ ​statements​ ​to​ ​include​ ​a​ ​Statement​ ​of​ ​Income​ ​&​ ​Expenses (cash flow statement) ​ ​and​ ​a​ ​Statement​ ​of​ ​Financial Position​ ​(balance​ ​sheet)​ ​will​ ​be​ ​prepared​ ​for​ ​you.

ANALYSIS

ANALYSIS

A​ ​thorough​ ​analysis​ ​of​ ​your ​current​ ​spending​ ​and​ ​debt​ ​management​ ​plan ​will​ ​be​ ​completed, ​along​ ​with​ ​a review​ ​of​ ​your​ ​credit​ ​report.

ACTIONABLE STEPS

ACTIONABLE STEPS

I ​will​ ​help​ ​you prioritize​ ​one​ ​or​ ​two​ ​spending​ ​and​ ​debt​ ​management​ ​goals and ​determine​ ​the​ ​path​ ​forward​ ​by​ ​creating​ ​a​ ​list​ ​of​ ​actionable​ ​steps​ ​required​ ​to accomplish​ ​your ​goals.

SUPPORT

SUPPORT

During​ ​multiple​ ​follow-up​ ​meetings, ​I will ​provide​ ​you ​with​ ​the​ ​support, ​encouragement, and​ ​accountability needed​ ​to​ ​implement​ ​your​ ​spending​ ​and​ ​debt​ ​management​ ​plan.

This service is for you if:

  • When it comes to managing your personal finances you feel anxious and overwhelmed.
  • The following statement resonates with you: “No matter how much I make, I never have enough money.”
  • You don’t have a spending plan and need help establishing and sticking to a plan.

What does it cost?

SET UP FEE

$500 initial set up fee

6 PAYMENTS

Six additional payments between $165-250
The amount depends upon financial complexity. Payment is due after each meeting.

Ready to take charge?

Set up an appointment to plan and
secure your financial future.