6 - 12 Month Intensive
Cost: See ‘Cost for Services’ button on Services & Fees page
Commitment: 6 – 12 months
Description: Stressed? Feeling unorganized? Ready to get your financial life in order ASAP? This is a 6 -12 month intensive bootcamp where together we cover, update, and evolve all 7 Areas of your Financial Wellness to create immediate and lasting change. This program includes a Financial Roadmap plus implementation assistance for all recommendations.We will meet at least monthly, talk by phone/Zoom biweekly, and email regularly through this intensive process. If you want a Financial Roadmap, and are ready to put in the effort, but also need guidance with implementation, this is for you.
ONLY consider this program if you are really ready to do a candid reflection on your current financial state, where you want to be, and what it will take to get there. There is no short cut. This is a money boot camp guided by an expert. Be honest with yourself since this is a big monetary and time commitment.
By thoroughly reviewing each Financial Wellness area, making changes, getting organized, automating reminders/payments, and creating an enduring plan that works for all life throws at you, we can create lasting change. Have peace knowing a real human will guide you through this process.