Wealth Wise Consultation
During the WealthWise Consultation, session you’ll receive a personalized 90-Minute Financial Foundations Transformation. This session is for you if you’re ready to take the first step in your financial wellness and wealth building journey. You must be open to receiving an honest assessment of your current finances. During our 90 minutes together I will help you take a major step towards establishing financial wellness!
What will you get?
You will gain a more comprehensive understanding of your benefits (HSA or FSA & 401k or 403b)
You will learn how to set up recurring investments for retirement
We will set up a monthly budget
We will set up an emergency fund
We will figure out a debt repayment plan
You will learn how to build your credit
Upon making a payment you will receive a receipt. You will also receive an emailed needs based assessment questionnaire to help me prepare for our session. Once you’ve selected a time for us to meet you will receive a separate email with meeting link details.
After our session you will receive an email with the resources discussed during our one on one so that you can confidently put your newly learned skills to use.
During the WealthWise Consultation, session you’ll receive a personalized 90-Minute Financial Foundations Transformation. This session is for you if you’re ready to take the first step in your financial wellness and wealth building journey. You must be open to receiving an honest assessment of your current finances. During our 90 minutes together I will help you take a major step towards establishing financial wellness!
What will you get?
You will gain a more comprehensive understanding of your benefits (HSA or FSA & 401k or 403b)
You will learn how to set up recurring investments for retirement
We will set up a monthly budget
We will set up an emergency fund
We will figure out a debt repayment plan
You will learn how to build your credit
Upon making a payment you will receive a receipt. You will also receive an emailed needs based assessment questionnaire to help me prepare for our session. Once you’ve selected a time for us to meet you will receive a separate email with meeting link details.
After our session you will receive an email with the resources discussed during our one on one so that you can confidently put your newly learned skills to use.
During the WealthWise Consultation, session you’ll receive a personalized 90-Minute Financial Foundations Transformation. This session is for you if you’re ready to take the first step in your financial wellness and wealth building journey. You must be open to receiving an honest assessment of your current finances. During our 90 minutes together I will help you take a major step towards establishing financial wellness!
What will you get?
You will gain a more comprehensive understanding of your benefits (HSA or FSA & 401k or 403b)
You will learn how to set up recurring investments for retirement
We will set up a monthly budget
We will set up an emergency fund
We will figure out a debt repayment plan
You will learn how to build your credit
Upon making a payment you will receive a receipt. You will also receive an emailed needs based assessment questionnaire to help me prepare for our session. Once you’ve selected a time for us to meet you will receive a separate email with meeting link details.
After our session you will receive an email with the resources discussed during our one on one so that you can confidently put your newly learned skills to use.