Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
The Newlyweds Plan
During our 4 sessions:
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Build long-lasting practices.
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Reveal your expectations and dreams.
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Explore your spending and saving habits.
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Create "Save & Spend" strategies that work for you!
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Choose how you will manage money & your preferred tool.
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Gain basic money know-how like managing cash flow, and understanding credit, loans, and mortgages.
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Your questions about managing risk, should one of you have an accident or untimely death, will be answered.
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Strengthen your goal setting skills.
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Get to know what savings options are available at your bank.
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Learn an easy way to make financial decisions before acting.
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Expand your financial knowledge .
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Benefit from support and guidance along the way.
Package Price: $500
COVID RELIEF: Make four $125 payments.
Add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months, $125 per session.
