One-on-one Financial Consultation, 30 minutes

One-on-one Financial Strategy Session, 2 hours

A total of 10 consecutive weekly group financial coaching sessions, 90 minutes each

2 - One-on-one Monthly Budget Reviews, 30 minutes each (end of months 1 & 2)

One-on-one Quarterly Review, 60 minutes (end of month 3)

Focus: Building a strong financial foundation.

• Establish confidence in controlling your money and achieving your financial goals

• Understand how your current money mindset has been hindering your finances

• Activate a new money mindset and nurture your wealth-building mindset

• Establish realistic financial goals and map out a detailed plan to achieve them

• Establish a customized money management plan

• Credit Review & Customized Debt Reduction Plan

• Establish a comprehensive savings plan

• Monthly & Quarterly Financial Reviews

  
  

Ideal for:  Individuals just starting their financial journey or seeking a solid foundation

Regular Price: $1,497

Value: $3,747