WELCOME

One on one dialogue to discuss in depth your particular financial needs.  Be prepared with all financial information to ensure the correct services can be allotted and execute the perfect financial plan. 

This is the first step to your financial freedom!

This plan provides a personalized plan which entails a deep dive into your income and expenses.  Providing you a unique budget that is catered specifically to you. 

One follow-up consultation to check progress. 

This plan provides a unique budget template and a deep dive into all expenses, income and spending patterns. 

It also provides a payment plan which will look at short and long term debt and provide a weekly or monthly plan to pay on and eliminate debt one step and a time. 

Lastly, it will create a savings strategy which will be the key component to becoming financially free. 

Two follow-up consultations to verify progress and discuss needed adjustments to the plan. . 

Quarterly financial check-ups. Discuss progress, adjust plan as needed. 

$250.00 per quarter.