We Teach Financial Readiness.

Specializing for the Recent Graduate and Early Career Professional

Start Early. Start Strong.

 
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Understand Money.

You’ve earned your paycheck. Do you know where your money goes? How can I manage student debt? What about a car? Can I have fun along the way?

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Develop & Own Your Plan

Graduation and landing your job were a huge step! Now is the time to set your goals and make plans to attain them. Avoid early common money mistakes and instead use time to your advantage. The future you awaits and is counting on you now.

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Create the Future You!

Don’t wait to start planning your financial future. Using proven money management methods, you’ll understand the steps to create financial stability, and a path to achieve your goals.

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Understanding your finances and taking steps early is life changing.

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You have come so far. You have the support of family, friends, and your school.

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Take your next step with FutureUpro
Schedule Your Coach

Our Process:

  1. We Start by Getting to Know You and Your goals.

  2. Private Interactive Zoom session focused on personal financial understanding and management.

  3. A second private zoom session to review and detail your budget that enables you to hit your goals.

 

Our Packages

 

FutureUpro offers personal finance coaching packages tailored to the college senior and the early career professional. These packages include private zoom sessions at a convenient time. In addition, group packages are available which overviews the basics of personal finance.

 
GraduateA prefect gift,  Graduate Package provides both the fundamentals of personal finance and a detailed budget to enable your grad to achieve their goals and get off to a great financial start!

Graduate

A prefect gift, Graduate Package provides both the fundamentals of personal finance and a detailed budget to enable your grad to achieve their goals and get off to a great financial start!

Early CareerInvest in yourself! Personal finance is not meant to be hard. The Early Career package provides the fundamentals of personal finance and budgeting to change the direction of your relationship with money management.

Early Career

Invest in yourself! Personal finance is not meant to be hard. The Early Career package provides the fundamentals of personal finance and budgeting to change the direction of your relationship with money management.

GroupLooking for a meaningful learning tool to provide your group? This session is a geared towards groups of college students to provide the fundamentals of personal finance. What you learn here could be the difference in your strong financial star…

Group

Looking for a meaningful learning tool to provide your group? This session is a geared towards groups of college students to provide the fundamentals of personal finance. What you learn here could be the difference in your strong financial start!

Bundle Contents Graduate Package $399 Early Career Package $500 Group Package Custom Pricing
Pre-AssessmentLet us get to know you and your goals! With this pre-assessment we can better gauge your relationship with personal finance and build an individual training course and budget tailored to your needs. Yes Optional
Financial Freedom Steps Individual TrainingAfter we know your goals, we start providing you with the training you need to be successful.
Budget Creation and Individual ConsultationCreating a budget can be overwhelming at first. We walk with you step by step to create a budget that is feasible and easy to use. Optional
60-90 days Budget Followup Review Individual SessionIn this follow up session we talk through any questions you have and reevaluate how your budget is going.
Next Steps Planning Individual Topic Session
  • Nagotiating Salary
  • Relationships and Money
  • Retirement Vehicles (401K, IRA)
  • New/Used/Lease Options for Cars
  • Insurance Fundamentals
  • Renting vs Buying a Home
  • Wills and Medical Documents
  • Wealth Building Strategies
  • Creating Retirement Cashflow
Start now and start strong