If you never think about your finances, you’re either (1) super duper wealthy or (2) in denial.
Let’s fix that! I won’t give you investing tips or help you set up a retirement account… but I will help you
- create a spending plan
- put together a debt payoff plan
- understand where your money is actually going
- prioritize your spending
- save for bigger goals
What to expect…
First, we’ll have a free, virtual consultation to discuss what’s going on…
What debt do you have?
What are your $ goals?
What does your spending look like?
Next, you’ll have homework…
Pull your credit report
Track past spending
Then, we’ll work together to make a comprehensive financial plan
Debt payoff plan
Tweak that spending plan to meet your goals
What’s the investment?
Well, that depends on YOU. I charge by the hour (after initial set-up), so you get what you pay for.
If you’re super dedicated, do your homework, and come prepared to every meeting, we might only need to meet for a couple of hours. We’ll get you set up, then just have check-ins.
Or… we might need to spend 4 or 5 hours a month to keep you on track. The cost of financial transformation is up to you.
Get started by filling out the form below!