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WHAT TO EXPECT

How do circular charts make you feel?

If life is a circle we will end up defeated, lost and uncertain.

So lets do something different: take a road that keeps going. That feeling of accomplishment, that we are getting somewhere, is a relief. We will work together over a period of weeks or months to develop a Financial Map which is a "doable" plan that makes sense for you. 

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FINANCIAL MAP
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What is your destination?
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Free 30-minute Discovery Conversation
Victories
Money & You
Where are you now?
Create your Financial Map
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Circle
Live
Life
Challenges
Victories
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Circle
Live
Life
Check Points: 
Celebrate & Adapt
Challenges
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PHASE 1

What is your destination?

We will explore your dreams, short & long term financial goals, and needs and wants such as a new home, education, retirement, etc.

Money & You 

We work together to cultivate a healthy more positive, guilt and stress free relationship with money.  Your personality, beliefs, values, history, and emotions around money impact your success. 

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PHASE 2

Create your Financial Map

Time will be used exploring possible scenarios including life stages, retiring earlier and/or more comfortably, etc.

Practicing with online tools and simple cash management skills you can choose your method.

Clarified saving and spending habits, risk tolerance, and overall financial picture will be the outcomes.

Using sound strategies and creative ideas you will

make healthy choices as we build your map.

 

 Option: You can request a Full Financial Retirement Report which is a comprehensive, customized map that details your road to retirement and beyond.

Where are you now?

To create awareness an inclusive, transparent conversation about your current methods,  spending, savings, investments, family protection, taxes, and debt will occur. 

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PHASE 3

Check Points: Celebrate & Adapt

We will schedule quarterly, semi-annual or annual sessions to celebrate your victories, integrate the challenges, and explore “what comes next”. You will experience greater success adhering to a plan working with a coach. Ultimately, you will be developing healthy money habits and the ability to keep yourself on the track. Your financial literacy will have increased and you will be well on your way to achieving your goals.

Live Life

Enjoy life ... it's an adventure!