FINANCIAL CHECK-UP
On Sale
$150.00
$150.00
In this 1.5 hr financial checkup you will dive deeper into your personal finances. A financial checkup is as important as a physical checkup. This financial check up will also provide motivation to change and create healthy money habits.
1. In the financial checkup you can identify problems
2. Chart progress,
3. Outline action steps to achieve goals.
There is no “one size fits all”. What might be workable for one individual or family may not be for another.
Think of this as you would an annual physical with a health professional — a checkup to improve your financial health and screen for potential problems.
We will come together to lay a foundation for your rebuilding of your financial journey.
Once payment is received a link will be emailed to you for available days to schedule.
1. In the financial checkup you can identify problems
2. Chart progress,
3. Outline action steps to achieve goals.
There is no “one size fits all”. What might be workable for one individual or family may not be for another.
Think of this as you would an annual physical with a health professional — a checkup to improve your financial health and screen for potential problems.
We will come together to lay a foundation for your rebuilding of your financial journey.
Once payment is received a link will be emailed to you for available days to schedule.