Consultation Services

Initial Consultation Service

All customers start with the Initial Consultation Service.  This is a 1-hour session were we learn about each other and hopefully agree that we can work together.  After we agree to work together you will be able to choose three options of 1-Hour sessions.  The first paid session has several sessions included to jump-start your path to financial freedom.  

Here is an outline of the first paid session.  

Your first paid session consists of evaluating your current financial situation and building a budget.  For the following 3 weeks there will be a once a week 15-minute check-in on how the budgeting process is going.  The 4th week after the first session is a review of the budget, making any adjustments, check for errors, and setting goals.

That is a total of 2 hours and 45 minutes of time for the 1st paid session!!!!

Week 1 -- 1-hour session of evaluating your current financial situation & building a budget.

Week 2 --> 15-minute budget process check-in.

Week 3 --> 15-minute budget process check-in.

Week 4 --> 15-minute budget process check-in.

Week 5 --> 1-hour session of reviewing the budget, making any adjustments, and setting goals.

After the first paid session.

After your first paid session each additional session will be a review of your budget, progress towards goals set during the previous session, and determine next steps (build on current goals and/or develop new goals).