Starter Planning
Unsure where to start with your finances?
Our Starter Plan is designed to help you address your most pressing financial concerns immediately.
Through a focused session, you'll assess your challenges, set clear goals, and create a practical, step-by-step action plan to help you gain control.
You'll receive unwavering support and actionable advice to overcome obstacles and build financial confidence.
here's what you can expect:
A dedicated meeting to pinpoint your most urgent financial concerns, whether it's budgeting, debt reduction, or managing income.
We work together to identify obstacles and establish clear, achievable goals for improving your financial situation.
You'll receive a customized plan with actionable advice and strategies, designed to help you take control and move forward effectively.
You'll receive a comprehensive summary of our discussion, including all advice and strategies, ensuring you have a clear roadmap.
You're new to financial planning, feeling overwhelmed by your current financial situation, or need a clear starting point and compassionate support to address specific challenges.
ADD-ONS
MONTHLY CHECK-IN (12)
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$1350
QUARTERLY CHECK-IN (4)
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$499
30 MINUTE CHECK-IN
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$150/SESSION
Frequently asked questions
WHO IS THIS BEST SUITED FOR?
It's perfect for you if you're feeling overwhelmed, stuck, or new to financial planning and want to tackle your most urgent money concerns first.
Can this plan help me with budgeting or debt?
Yes! We'll help you assess challenges, set goals, and create a plan specifically for managing income, budgeting, or reducing debt.
What can I expect from the 90-minute session?
In this focused session, you'll discuss your main financial worries, and we'll help you set clear goals and outline a practical action plan to get you moving forward.
What if I need more support after the initial plan?
We offer flexible add-on check-ins (30-min, quarterly, or monthly) so you can get continued accountability and guidance as you implement your plan.
Learn more and get started with your DIY Plan today.
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