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.

Your Investment: $197