Do you have financial goals but you’re not sure how you’re going to achieve them?
"A goal without a plan is a wish.” - Antoine de Saint-Exupery
In the financial check up session, we will discuss your goals, organize your expenses so you know where you stand financially and create a customize plan to help you accomplish your financial goals.
Based on your goals we will :
Build a spending plan that will allow you to end the paycheck to paycheck cycle but still enjoy life
Create a saving plan so you’ll have comfort in knowing you have a savings cushion
Design a debt elimination strategy
The Financial Checkup Session is a combination of 2 sessions.
The initial session is one and a half hours and a 30 minute follow up session.