Work with me
Developing a sustainable financial plan doesn’t need to be complex. In fact, all it really requires is a desire to grab everyday activities and provide value to those activities. Plus a successful financial plan is fluid.
SO WHAT IS THE FIRST STEP?
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You and Commitment
Make an honest assessment of where you are right now, emotionally and financially. Personal finance is not just about money it is personal as well.
Free
Consultation
We’ll connect and chat to find out if we’re a good fit for each other. This is usually easy to decide as long as we’re open and honest. Consults on average are a half hour and can be arranged through various platforms.
Identify and Evaluate
At this point we’ve communicated and all our cards are on the table. We’ll analyze your financial situation together and see where you stand.
Develop and Acknowledge
By now we have agreed that I’m a good coach to assist you in building your financial independence. After a couple documents we’ll get started on your sustainable financial plan.
Implement and Review
We’ll work mentor to mentee, coach to student to create a program that will put you on a track to wealth building. Along the way determine the barriers and triggers that surface.