60 Day
Smart
Start

smiling family 01.jfif
3 Coaching Sessions
          2 the first month
           1 session in the 2nd month
Financial Assessment
Financial Snapshot
Customized budget creation
Deal with perspective issues
Address people issues
Begin dealing with process issues
Examine any underlying issues
Support good financial decisions
Email, texts & phone calls as needed

 

60 Day
Smart
Start

smiling family 01.jfif
3 Coaching Sessions
          2 the first month
           1 session in the 2nd month
Financial Assessment
Financial Snapshot
Customized budget creation
Deal with perspective issues
Address people issues
Begin dealing with process issues
Examine any underlying issues
Support good financial decisions
Email, texts & phone calls as needed