Financial Freedom Plan
*Once this program is purchased, a direct link will be sent to your email, allowing you to schedule the time and meeting type (Zoom, In-Person) that works best for you.
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
*Once this program is purchased, a direct link will be sent to your email, allowing you to schedule the time and meeting type (Zoom, In-Person) that works best for you.
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
*Once this program is purchased, a direct link will be sent to your email, allowing you to schedule the time and meeting type (Zoom, In-Person) that works best for you.
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