Standard coaching with regular touchpoints. Best for conquering day-to-day money challenges.
Service Description
4-month bi-weekly (every other week) financial coaching 60 min sessions + mid-week Check-ins (16 Touchpoints) Standard Coaching Outcomes: - A full financial audit of your circumstances - Fully mapped ratios for your financial "homeostasis" - Mapped behaviors and habit systems on your financial profile - A personalized financial roadmap with outlined milestones - Complete needs assesment for insurance plans - Best-practice approaches for day-to-day money management - A personalized definition of "Financial Fulfillment" ---- DISCLAIMER We assume the responsibility of understanding and evaluating your current needs, goals, and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact us when you need additional advice and direction Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are not authorized to render legal, accounting, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service. We do not offer refunds for our coaching services as we are a fee-for-time service. We promise that you will get out of the coaching session what you put into it.