Financial Consultant Nearby Vernon BC

Life Together

LIFE TOGETHER PLAN

Learn How to Work as a Team to Secure Your Financial Future!

This four session program is designed specifically for couples that need to enhance their money skills to live a happier and prosperous life together.

In the "Life Together Plan", you will:

• Explore and identify the causes of your financial stress.

.​ Look at your debt and put strategies in place to pay it off!

• Determine how to grow your money and reduce taxes.

• Share your individual dreams and needs

Take a quick peek at your potential retirement income.

Define goals that support a healthy and happy life together.

• Create "Save & Spend" strategies that work for you!

• Learn how to make sound financial decisions before acting.

• Discover your individual strengths and see how to apply them to build a strong relationship and sound financial future.

Consider the ups and downs currently related to your stage of life and understand how to change your money habits accordingly.

• Review various technological methods available to make financial decisions more efficiently.

• Benefit from professional financial support and guidance along the way!

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PACKAGE PRICE: $500.00

COMPRISED OF 4 SESSIONS

Equal payment option available.

To continue the conversation add sessions as often as needed.