1. Initial assessment (45-60 minutes)

• Review of client’s financial goals (short-term and long term)
  
• Current financial situation analysis
• Income, expenses, savings and debt

2. Customized Financial Plan

• Personalized budgeting plan with actionable steps.
• Debt reduction strategy tailored to the client’s needs.
• Savings and investment recommendations based on goals.

3. 30-Minute Follow-Up Session

• Scheduled within 4 weeks of the initial session to review progress of action steps given.
• Address challenges and refine the plan as needed.

4. Exclusive Email Support

• One week of email support to answer follow-up questions.