AN IN-DEPTH ANALYSIS OF YOUR FINANCES.
You want to buy that house or pay off that loan or buy that car but your not sure of the best approach. 
ARE YOU READY TO PLAN YOUR FINANCIAL FUTURE?

Why You're Here:

-> You understand the importance of being prepared for your financial future.
-> You have financial dreams and ambitions but aren't sure what your next step should be in your financial journey.
-> You want to get a handle on your personal finances. 

What Do You Get?

Starting a wealth plan involves assessing your financial health and taking a leap into bettering yourself. Understanding where your money is going and how to plan for your financial future allows you to get a grasp on accomplishing your money goals
​Are you wondering what your next money step is? This 4 hour call is designed for us to create an extensive short term and long term plan for you to achieve your financial goals. The Financial Health Check is designed to focus on: 
  • A breakdown of your current Financial Health through a financial analysis. 
  • Addressing your Financial Anxiety through an exercise for Overcoming Financial Anxiety through a planned exercise.
  • The how to on Decision Making for your financial future.
  • A 6 month breakdown of how to achieve your short term goals. 
  • A Long Term Goal Planning template gives you the power to understand the important steps of planning out goal achievement. 
  • A Wealth Plan, Saving, and Debt Tracking worksheet that helps you to identify and keep track of your money goals. 
Understanding money foundation
​✔️understanding your spending habits
✔️how to retrieve your credit score
✔️handling unplanned expenses
Understanding the importance of
​✔️planning out your savings
✔️calculating your net worth
✔️​understanding where you fall in hitting your 401k goals
Understanding the impact 
✔️that debts has on your future
✔️of creating a sound wealth plan
✔️incorporating paying off debt + stacking those coins in wealth plan

One time Payment
​of $747

4 Payments
​of $250

FAQ

What do i walk away with?
Great question! My clients normally walk away with an idea on next steps to achieve their future.
How long does this process take?
The call is a 4 hour intensive call between yourself and me. However, there will be mini assignments and requested information that will be send to you so that we can best utilize our time.
I don't have the investment. How can i join?
Joining the program is designed for you to accomplish your goals. This is an investment into getting control of your finances.

$1,297 one time payment or the $375 for the payment plan is an investment into securing the financial future that you want for yourself through addressing your spending habits and creating a defined budget to meet your needs.
is this purchase refundable?
​No, this product is not refundable.

Testimonials