• One 20 minute online or telephone consultation

 

• Gain an understanding of your current situation

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• Determine your needs and goals

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• Agree on a path forward for you to achieve your needs and goals

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• Determine the "Next Steps"

• One 60 minute in person coaching session

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• Mentoring to help you attain your goals

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• Wisdom to address specific financial challenges

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• Customized personal action plan with steps to implement

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• One month of email support to answer questions, provide clarification and advise on specific challenges

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• Helpful financial spreadsheets and resources

• Three individual 60 minute in person coaching sessions

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• On-going mentoring to enable lasting change

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• Accountability to help attain financial goals and aspirations

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•  Three months of email support to answer questions, provide clarification and advise on specific challenges

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• Includes all benefits provided with Package One