FOUNDATIONS  | MONEY 101

Design an individualized money strategy that works and get answers to your most daunting money questions. 

Think of it as a personalized money course, built just for you. 

Designed with recent grads and early-career individuals in mind.

FEE: One time fee of $550.  


WHAT WE CAN COVER...

SAVINGS PLAN

Define your key priorities and build a savings plan that specifies the what, when, where, why, how, and how much. 

DEBT REPAYMENT STRATEGY

An efficient strategy to pay off debt, with consideration for the complicating factors of student loans, mortgages, or consumer debt.

BUDGETING THAT WORKS

A streamlined, efficient budget you can stick to. Plus, specific tactics to align your spending habits with what you value the most.

A SYSTEM THAT MAKES SENSE

Organization, automation, and a better sense of where you're heading. Clarity is within reach.

START THE PROCESS 

Interested in working together? Click below to schedule a 30-minute intro session (via phone or web conference) at no cost to you.