This one-time 45-minute financial review session is designed to help you better understand your current financial situation and identify practical steps you can take to improve it.
Here's how it works:
• After purchase, you'll receive a simple budget worksheet designed to help organize your income, expenses, debts, and financial goals.
• The worksheet will help organize your income, bills, debts, subscriptions, spending habits, and financial concerns.
• Once completed, we'll schedule a 45-minute review session to discuss your financial picture and identify opportunities for improvement.
• You'll leave with personalized recommendations and practical next steps you can begin implementing immediately.
Session Length: 45 Minutes
Investment: $50
If you decide to move forward with a Survival to Savings coaching program, this session fee can be credited toward your coaching package.