A WEALTH PLAN MADE JUST FOR YOU.

You have tried the budgeting thing on your own but you need help.

ARE YOU READY TO CREATE A WEALTH PLAN DESIGNED TO FIT YOUR NEEDS?

YES! I'M READY

Why You're Here:

You are tired of living paycheck to paycheck.

You have tried to break your money spending habits but find yourself in the same boat every month. 

You want to get a handle on your personal finances. 

What Do You Get?

Taking a step back and looking at your finances allows you to capture the bigger picture. Starting a wealth plan involves keeping your finger on the pulse. 

Do you often find yourself wondering if you are on the right track? This 1 hour call is designed to allow you to pick my brain while conducting a quick analysis of your finances. 

​The Financial Pulse Check is designed to focus on: 

• Addressing your Financial Anxiety through an exercise for Overcoming Financial Anxiety through a planned exercise.
• A wealth plan workbook to help you clearly define where your money goes each month.
• A Long Term Goal Planning template gives you the power to understand the important steps of planning out goal achievement. 
• The importance of a wealth plan every month and impact that it will have on your future. 

Get Started

Grab Today at $497

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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

FAQ

What do i walk away with?

Great question! My clients normally walk away with detailed action steps to make on achieving 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.

$147 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.

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