In-Depth Financial Assessment + 2 Support Sessions

$1,000.00

Category:

Description

This option is for you if you are disciplined to put the plan into action quickly and efficiently, but you need some guidance, especially at the beginning.

You receive 2 Financial Assessment sessions (1.5 hr – 2 hrs each), and 2 Support Sessions (1 hr each).

2 Financial Assessment Sessions:

  • Define and prioritize your S.M.A.R.T financial goals
  • Calculate your net-worth
  • Determine your current cash flow
  • Determine your spending/savings plan integrating certain goals
  • Brainstorm possible changes to your financial habits
  • Oral recommendations about the adjustments required to achieve your goals

Following these sessions, you’ll receive:

  • 3 spreadsheets for the above mentioned financial exercises
  • A personalized expense tracking spreadsheet for you to use

2 Support Sessions:

These begin 1 month after the Financial Assessment. We decide together how often you’d like to meet (monthly, bi-weekly, etc).

Support Sessions serve as a motivator to “do the work” because of the accountability that comes with the process. You and I will…

  • Ensure you are on track with implementing the action plan
  • Discuss what is working and what’s not, making necessary adjustments
  • Introduce healthy communication techniques to assist with difficult financial discussions with your spouse or family members

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