Our Process / What to Expect

 Let's begin by having a 15-min call to get to know each other, understand your current situation, near-term goals and pain points to explore how we can help. 

2-hour in depth session, driven by pre-work completed and submitted to your coach at least 48 hours prior to the scheduled start of the session.  Information requested will include income, expenses, debt breakdown, and savings balances.  During this session we will get into specific financial issues & priorities to establish a foundation from which impactful transformation can be built.  At the conclusion of the session you will have specific recommendations to take and consider.

1-hour deeper dive together on specific topics such as effective budgeting, debt elimination strategies, saving for college, and planning/saving for retirement.

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Survey level workshop covering a dozen topics around personal finance including goal-setting, income, taxes, budgeting, basic financial ratios, credit, and insurance

Unleash the power of unity through collaborative financial goal-setting and commitment to achieve those goals.

Introduction to various types of savings and investments including Certificates of Deposit (CDs), Stocks, Bonds, Mutual Funds, etc.