Money Management Package

(Individuals: $599, Couples:$699)

Includes:

Strategy Session #1: Money Management (1.5-2 Hr Each)

  • Learn about the Behavioral relationship between your mind and your money

  • Discuss Short-Term (1-5 years), Intermediate (10 years), Long Term (20+) Goals

  • Tax Analysis for Efficiency in Maximizing Monthly Cash Flow

  • Conduct Cash Flow Analysis

  • Provide context of minimum and optimal salary needs for future career opportunities

  • Discuss Short-term Savings Needs and how much should be in your savings account

  • Housing Analysis for a future home purchase or current homeownership

  • Action Item: Implementing a Money Management system, which allows for freedom of spending, prioritizing saving, paying bills on time and paying off or staying out of debt

Strategy Session #2: Introduction to Full Financial Plan (1.5-2 Hr Each)

  • Establish a debt payoff plan using implemented money management

  • Learn about the seven more common unexpected expenses and how to prepare for them.

  • Introduction to the design of a financial plan and the components of the plan

  • Formalize all the financial parts and how they work together

  • The purposes of each account and when to use the money in these accounts

  • Deferred Compensation/401K Investment Analysis

Action Items: Elect investment options for an employer plan, establish a debt payoff action plan, establish benchmarks for how much house to purchase that fits into the current money management system

Bonus

  • Three Coaching Calls (30 min, used as needed) to discuss one-off situation occurring in life