Financial Planning is the continual process of analyzing an individual’s financial resources and determining how to pursue personal goals. It is important. Financial Planning has the power to change your life.
Financial planning should be taught in every grade level of school, provided as an employee benefit in every company, and offered to everyone who is broke and homeless. Financial Planning is essential to life. It is the oxygen your financial body is craving. Okay, you get it.
I want to INSPIRE you. I want to EMPOWER you. I want to BUILD TRUST with you.
We are going to start from square one. We are going to get intensely focused on your goals in life, and if you don’t have any we are going to discover what is important to you. We will look at everything and connect all the dots. Every month we will check in and measure our progress. While I do not make anyone sign a service contract, I ask for your commitment as the best results are seen after twelve months of work.
There is an upfront fee that varies from $500 to $1000. Starting in the second month, your monthly fee will be set between $75 and $150.
Topics Covered: Goal Outline, Career Development, Cash Flow Analysis, Debt Management, Student Loan Management, Tax Planning, Self-Employed Income Tax Preparation, Investment Advice, Investment Management, Insurance Analysis (Health, Property, Life, Income), College Cost and Aid Planning, Retirement Planning, Financial Counseling, Behavior Coaching, Accountability.