Chances are you’ve spent countless hours on YouTube trying to piece together how to invest or if you should pay down your debt first…

But, you’re terrified of listening to the wrong advice...or worse LOSE money!

WHAT YOU NEED IS A FINANCIAL HEALTH ANALYSIS (FHA)

The FHA gives a detailed overview of your current financial situation, gives clarity on how far off you are from financial independence, and suggests a personalized strategy for your financial security.

The FHA is complimentary, confidential and customized for every client I serve.

YOUR FINANCIAL HEALTH ANALYSIS INCLUDES

01. INCOME PROTECTION
Offers a variety of strategies to ensure your family's financial future should you die prematurely.

02. RETIREMENT PROTECTION

Provides a detailed analysis of how much money you need to prepare for retirement.

03. DEBT SOLUTIONS

Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.

04. EDUCATION FUNDING
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.

05. FINANCIAL INDEPENDENCE

Pulls all your information together by outlining specific steps to put your plan into action.

THE COACHING PROCESS

01 BOOK & RECEIVE A FINANCIAL HEALTH ANALYSIS

Meet me on the first Zoom call, we’ll get to know each other and I’ll complete a financial health check for you. We’ll map out your goals and understand where you stand, if you're on track to meet your goals, and how to fill any gaps.

02 GAME PLAN FOLLOW-UP

On our follow-up call, I’ll give you a custom Financial Game Plan for you to reach all of your financial goals. We ensure you are on track, together! 

03 SCHEDULE OUR NEXT MEETING 

We schedule our next meeting and set a cadence that works for you.