8-Session Wealth Coaching Package
Wealth coaching provides you the knowledge and accountability to make a plan and stick to it. If this sounds like what you’re looking for, you’ve come to the right place.
You will learn and practice new skills through wealth coaching:
Create and hone a monthly cash flow plan
Inventory your expenses and identify your habitual money hangups
Understand the seven money tendencies and where your (and your partner’s) behaviors stack up
Assess and track your net worth over time
Create and develop an investing foundation that is aligned with your goals and values
529 planning for kids’ college education
Simple tax strategies (i.e. Roth vs. Trad IRAs). We will not do your taxes.
Debt repayment strategies (say hello to the debt snowball)
Wealth coaching provides you the knowledge and accountability to make a plan and stick to it. If this sounds like what you’re looking for, you’ve come to the right place.
You will learn and practice new skills through wealth coaching:
Create and hone a monthly cash flow plan
Inventory your expenses and identify your habitual money hangups
Understand the seven money tendencies and where your (and your partner’s) behaviors stack up
Assess and track your net worth over time
Create and develop an investing foundation that is aligned with your goals and values
529 planning for kids’ college education
Simple tax strategies (i.e. Roth vs. Trad IRAs). We will not do your taxes.
Debt repayment strategies (say hello to the debt snowball)
Wealth coaching provides you the knowledge and accountability to make a plan and stick to it. If this sounds like what you’re looking for, you’ve come to the right place.
You will learn and practice new skills through wealth coaching:
Create and hone a monthly cash flow plan
Inventory your expenses and identify your habitual money hangups
Understand the seven money tendencies and where your (and your partner’s) behaviors stack up
Assess and track your net worth over time
Create and develop an investing foundation that is aligned with your goals and values
529 planning for kids’ college education
Simple tax strategies (i.e. Roth vs. Trad IRAs). We will not do your taxes.
Debt repayment strategies (say hello to the debt snowball)