Financial Counseling Sessions
One-on-one sessions are designed to address your specific financial situation. Each session lasts 60 minutes unless notated below and is held virtually. To schedule an appointment or ask a question, email . Other topics are available by request.
Spending Plan I - Pulling it Together
60
Minutes
Clients will create or enhance their spending plan by accounting for all sources of income and factoring in periodic, variable and fixed expenses
Spending Plan II - Analysis to Action
60
Minutes
Clients will analyze their spending habits and establish an action plan to increase income, decrease living expenses and/or decrease debt to reach goals
Coverage - Protecting Your Cash Flow
60
Minutes
Clients will review their current coverage (insurance, warranties, protection plans, etc) and assess if it's sufficient to meet their needs
Credit - Reports and Scores
120
Minutes
Clients will review their credit reports for accuracy; dispute errors; and establish a plan to rebuild or establish credit, if needed
Goals - What's Next?
60
Minutes
Clients will create SMART goals to build savings, pay down debt, and prepare for future purchases *Recommend combining with Spending Plan II
Maximizing Income
60
Minutes
Clients will review and update their tax withholding forms to maximize their monthly cash flow *Recommended for family size or income changes
Future Homeowner Track
300
Minutes
Clients will prepare financially for the home buying process by calculating their net worth and debt-to-income ratio; creating a projected spending plan and more
*5 sessions
Let's meet when it is convenient for you. Video and telephone appointments give you the control to fit an appointment between life happening.
Schedule a free assessment call to determine which session meets your needs.