Financial Roadmap

$397.00

*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.

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

*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.

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