Our Services
We're here to help you navigate every step of your financial journey!
Reach out to our friendly team anytime, and let us know how we can assist you in achieving your goals.
Budget Basic Bootcamp
Perfect for self-starters ready to take control of their finances.
Includes:
Budget Template: Simple and Effective set up to your needs
Action Plan: Personalized to start your journey
Net worth Tracker: to tool to watch your progress
Debt Reduction Plan: To tackle what is holding you back
Basic Budget Bootcamp $197.00
Financial Roadmap
Designed for those what want a bit more support while building wealth
Includes:
Budget Template: Simple and Effective set up to your needs
Action Plan: Personalized to start your journey
Net worth Tracker: to tool to watch your progress
Debt Reduction Plan: To tackle what is holding you back
Goal Setting Worksheet: an in depth look to connect your money to your values
Intro to Wealth Building Tools: Saving Strategies, Compound Interest 101, Introduction to investing (basic terms) financial Habits for building wealth
Financial Roadmap $397.00
Financial Freedom Plan
A personalized toolkit for budgeting, debt reduction, goal setting, and building lasting financial wellness.
Includes:
Budget Template: Simple and Effective set up to your needs
Action Plan: Personalized to start your journey
Net worth Tracker: to tool to watch your progress
Debt Reduction Plan: To tackle what is holding you back
Goal Setting Worksheet: an in depth look to connect your money to your values
Intro to Wealth Building Tools: Saving Strategies, Compound Interest 101, Introduction to investing (basic terms) financial Habits for building wealth
Ongoing adjustments to your Budget Template, debt reduction plan, updating Goal Setting Worksheet
Enhanced Resources: Financial Mindset Tools, Lifestyle Alignment Exercises and support for big decisions
Financial Freedom Plan $697
