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Total money management with a 3rd party custodian holding funds

  • 1 h
  • Connect for pricing
  • Zoom (online platform)

Service Description

Bi-monthly, high touch concentrated private financial coaching session and money management This is my promise to you... By the time you complete the coaching program: • You will be in control of your debt • You will feel empowered in the way you handle money • You will feel proud of the progress you have made • You will have accomplished major headway towards your financial goals • You will be at peace and on the path to becoming financially free This will be accomplished by, • Know the "why" behind your spending habits • Increase your awareness of your financial position • Develop a personal budget that fits you ∞ Creation and management of your budget ∞ Ensure your bills are paid on time • Customized debt elimination plan ∞ Manage your debt elimination plan • Have financial protections in place ∞ Work with attorney and estate planner to create a will and trusts for your estate • Establish an emergency fund • Improve cash flow by identifying opportunity to put more money in your pocket • Accomplishing mid-term financial goals • Completely shift your mind and thinking as it relates to money

Contact Details

(919) 446-5545


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