Let's Create a Financial Game Plan!
Here's what we will cover in our 1-on-1 Financial Coaching Monthly Program so you can manage your money right and begin building wealth for you and your family.
MONTHLY CASH FLOW
Know exactly how much you're making and spending each month and be able to plan where you want it to go
SAVINGS & BANK ACCOUNTS
No more guessing how much you can put away each month and where to put it. Know much to put towards savings and streamline your bank accounts
We will do a full credit score/report analysis so you know exactly how to increase your score over the next 1-2 years and be in a good position to reach big goals
Should you do a balance transfer? Consolidate? How do you manage student loans? What are your best options are for paying down debt while still saving?
We'll go over your health, life, disability, home/renters/auto insurance! We'll make sure the assets you've built are properly protected.
ESTATE PLANNINGWe'll talk about what will happen (to your money) when you die. Do you need Will? Health care proxy? Power of Attorney? All of the above? Are your beneficiaries listed correctly?
Should you be contributing to your 401k? Traditional or Roth? How much should you start investing each month? What should you invest in?
Are you maximizing your current tax situation? What can you deduct as a freelancer? Are you letting the government borrow too much of your money?
***OPTIONAL SERVICES THAT REQUIRE A REFERRAL TO OUR TRUSTED PARTNERS THAT MAY INCLUDE AN ADDITIONAL CHARGE