So, you’ve already understood the fundamentals such as budgeting your income and expenses?
It’s time to take it up another notch and design a personalized financial plan that you can implement through your various life stages.
With a good financial plan, you can:
A customized, holisitc personal financial plan is good for:
We understand your current financial situation and goals over a 30 minute in-depth coaching call
Over three days, we create a completely unbiased, step-by-step financial plan to improve your current situation and work towards your goals
We have a second online coaching call to review your written financial plan and answer any questions you may have
We review your financial plan and update it as your life goals change along the way