One-Time Plan : Build the Foundation
This package is for those that have a few immediate financial questions and concerns. Perhaps, you aren't ready for on-going financial coaching, but want a personal touch for the 2-3 financial questions that you want to address.
Some common topics include:
Managing Variable Income
Building a plan to turn your passion into a full time business
Creating a plan to tackle your debt
Making investment decisions
Pursuing Financial Freedom
90 minute meeting to explore your goals
Customized strategy repot to navigate these goals
Follow-up meeting to review recommendations, resources and specific action steps
Let's lay the foundation to build your successful financial structure.
If you're ready to lay the foundation, you can schedule a free consultation here. This will give us the opportunity to find out what underlying questions you have, and make sure that we are a good fit to answer these questions for you.