Financial Planning Session- 120 Minutes

Are you ready to plan for your financial future?

In this 2 hour session, we will sit down with you to plan and strategize for a healthy and thriving financial future. We do an in-depth audit of your finances and develop a roadmap for achieving your financial goals. 

Our goal is to set you up for financial success so that you can experience the life you're working so hard to achieve.

Here are some of the topics we will discuss during your session:

1. Personal Credit and how to improve your score
2. Debts and your journey to being debt-free
3. Income goals and career plan
4. Retirement best practices
5. Investing options
6. Evaluating your net worth
7. Options for home ownership
8. Budget & Expense Tracking
9. Side Hustle and extra income
10. Spending habits and areas for improvement
11. Saving goals
12. Family & Household finances
    

This session may be held virtually or in our office location.

Buy Now, Pay Later Available. 

*After Checkout, an email will be sent to your inbox with the next steps*