1-Year Personal Financial Coaching Plan

Service Description

Once you decide you are committed to changing your financial situation instead of only being interested, the next step is financial coaching. It is time to make a 12-month commitment to this process. Over the next twelve months, we will use the discovery process to review your financial behaviors, organize your financial records and take a deep dive into your spending habits. We can then develop a strategy for debt reduction, saving and investing. Finally, we will implement a customized spending plan and monitor your habits throughout the remainder of the year to systematically change your financial situation. Are you ready to be coached?