Personalized, Confidential and Free Personal Financial Coaching!
We will meet with you at no cost and offer individualized and confidential coaching to help you make a plan to reach your financial goals.
Employing a three step, systematic approach, we prioritize establishing a solid financial base before implementing wealth creation tactics tailored to your needs.
How We Do It!
1. Turn On The Light
We’ll begin by understanding your goals and objectives, and by assessing your cash flow and net worth.
This initial step establishes a clear starting point, allowing us to create a practical and attainable roadmap tailored to your financial goals.
2. Strong Financial Foundation
A strong financial foundation starts with paying off high-interest debt and setting aside an emergency fund to cover unexpected expenses.
Basic Emergency Fund
Reaching a $500–$1,000 basic emergency fund is an important first step toward building a strong financial foundation. It provides a safety net that allows you to focus on getting out of debt.
Get Out Of Debt
The first and most crucial step toward a strong financial foundation is becoming debt-free. Using the ‘Debt Snowball’ method, we’ll coach you through efficiently paying off your debts, paving the way for a more secure financial future.
Full Emergency Fund
Establishing an emergency fund is a key step in building a solid financial foundation. Ideally, it should cover three months’ worth of expenses, providing a safety net that allows you to pursue wealth-building goals with confidence.
3. Wealth Creation
Once you’ve achieved a strong financial foundation, you’re ready to embark on your wealth creation plan.
Homeownership
Based on your income and debt profile, we’ll assess your maximum home-buying potential and provide personalized guidance to help you navigate the path to owning your dream home.
Retirement Projections
We’ll analyze your current financial situation and project your future outlook, offering valuable insights to help you plan for and achieve your long-term goals.