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Our Services
90- Minute Focus Session
Includes 30 min follow-up session
This focus session is designed to assist with clarity on your current financial situation, a discussion of where you want to be in your finances & a brief overview of your current income & expenses. This session also includes a follow-up summary and a 30min follow-up session.
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90-day Savings/Budgeting Package
60-minute bi weekly meetings
In this 90-day program, I will teach you how to read your credit report and how to dispute items. I will provide you with an understanding of the importance of credit and introduce healthy credit utilization skills. At the end of the program, you will walk away with an understanding of your credit, how to be disciplined when using credit, and confidence in your financial future.
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Package Features: ​
• Pulling credit report with a full review
• Dealing with creditors and disputes
• Paying down/paying off debt
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6 Months Savings/Budgeting Package
60-minute bi weekly meetings
This 6-month program is designed to help you further enhance your understanding and ability to save and budget. Within 6-months you will be confident with spending, tracking, and building a nest egg.
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Develop a payment schedule of when all bills are due.
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Utilize daily spending plan tools- mint app, envelope system, quick books, etc.
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Implement 30-day rule- wants vs needs.
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Create savings plan.
