Getting Started
This program is exactly that: An introduction to the basics. I will assume you know very little about finances, and will figure out your understanding fairly quickly. This service will easily pay for itself if you are willing to put in the time and effort. See information below about how expensive financial advisors actually are, what you can expect from me and yourself, as well as an overview of what this package entails.
Easy Budgeting
Budgeting is a bit of work at first, but it is worth it, and starts with understanding your habits to make educated decisions.
Interest
Understanding how much of a difference of even 1% makes over time can be mind boggling. Learn how to pay down debt intelligently, and within a short time those interest rates will begin benefitting you.
Debt Consolidation
Having debt in a lot of places can be overwhelming. Getting it all into one place and cleaning house a bit can be psychologically refreshing. It can also save you on interest payments.
Realistic Goal Setting
Knowing your habits is the only way to achieve this step. Your goals may be very small at first, but will build over time. Small savings are worth celebrating!
Saving
Even if you can only spare a few dollars a month into a savings account, it is worth it. There are great options out there that pay you a higher interest rate than you are probably used to.
Time is Money
It can be bizarre to get started with so little, and to slowly watch the power of regular saving and compounding returns take effect. It's almost like magic. But it's just patience and consistency.
Disclaimer: This service is not financial advice and is for educational purposes only. All financial and investing decisions are ultimately yours.
Program cost:
$495
- Two months of personalized remote email and/or text message assistance and education.
- Includes three hours of in-person work sessions.
- Family includes you and one other person in your family. Additional members negotiable for a reduced fee.
- Check in one year later (one hour in-person or remote chatting)
- $25 finders fee for all paid referrals.
Free 15 minute phone consultation
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