How It Works
Step 1 - Consultation
Step 2 - Initial Meeting
Step 2 - Initial Meeting
This meeting is all about you. What do you want to accomplish? What are your financial goals? What’s preventing you from achieving them? By the end of the complementary 30 minute meeting, we’ll know if we're a good match!
Step 2 - Initial Meeting
Step 2 - Initial Meeting
Step 2 - Initial Meeting
This is when we’ll dig into your priorities, discuss your budget worksheets and evaluate where you are. We’ll talk about a preliminary action plan to give you some relief then send you off with homework and on your way to setting specific and achievable goals.
Step 3 - Recommendations
Step 2 - Initial Meeting
Step 3 - Recommendations
This is the meeting where it gets real exciting! We’ll start to restore stability, reduce stress and with a step by step guide, you'll begin to take actions needed to get out of debt. We'll talk about scheduling follow up sessions as needed so you can triumph over money anxiety.