Ready to feel a little more harmony between competing financial goals? No matter what you’re navigating now, this comprehensive program sets you up with a sturdy yet adaptable financial plan to weather all of life’s curveballs. This service includes:
- 6 one-hour private financial planning sessions
- Flex sessions to cover what matters most to YOU
- Your Comprehensive Financial Plan doc
- A one-page Financial Action Plan checklist
- Your personal financial planning hub
- Education and accountability to empower your financial goals
- Direct support between sessions
- BONUS: 30 days of post-planning support