Our Process:

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

  2. Private Interactive Zoom session detailing personal financial understanding and management.

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

You will be asked to select a private session time at check out. This date can easily be changed if needed.

Features of the Graduate and Early Career Packages

  • All Sessions are Live and conducted in Private Zoom Meetings.

  • Many clients receive a package as a gift so all packages are valid for 1 year from purchase.

  • Several clients are couples. We encourage to attend sessions together at no additional cost.

Group Packages are fully customizable and may be done in person or on Zoom.

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