In-Depth Financial Assessment




This option is for you if you want a professional opinion on how to improve your financial situation, but you are self-motivated and don’t need any ongoing support.

I strongly encourage doing the behavioral work first as most people fail to reach their goals without understanding their relationship with money and working on improving it.

The assessment includes 2 sessions (1.5 hr – 2 hrs each) where we conduct the following:

  • 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


There are no reviews yet.

Be the first to review “In-Depth Financial Assessment”

Your email address will not be published. Required fields are marked *