We offer practical financial coaching to help you eliminate debt, save money, invest and so much more.
Learn about our process or get started with our free assessment and consultation
Our process in helping you reach financial freedom:
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Establish a working budget
As intimidating as they sound, budgets are a huge step in starting your financial journey. The budget is key, and you will develop one every single month, with our help along the way!
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Assess + make adjustments
At the end of each month, we will assess actual expenditures versus the plan (ie. the budget) and make the necessary adjustments going forward. We all deal with curve balls, and adjustments generally mean behavioral changes.
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Eliminate debt, invest + grow
By the end of 6 months, we will have developed a game plan to eliminate debt, save money, invest and grow your money, protect your money and much more. This will be your plan, not ours.
