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?
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.
We work together to clearly define your values - the things that you care most about in life - and your spending & debt management goals.
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
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.
A thorough analysis of your current spending and debt management plan will be completed, along with a review of your credit report.
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.
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.