All new clients must begin with this session. This is the initial call for clients to discuss their needs and determine their financial goals to include: Budgeting, Saving, and Debt Payoff. The required intake form must be completed prior to this session.
This virtual session will provide clients with practical solutions on how to optimize their personal finances. We will dig into the numbers and clients will also be provided with tools and resources to begin the process of changing their financial situation.
This session consists of 4 separate 15-minute weekly follow-up calls to ensure that clients have implemented the strategies discussed in the previous sessions. Clients can also discuss any issues or problems they are having with implementing these strategies, if any.