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Over a the course of 6 months, we will begin with a weekly one-on-one coaching session for the first 10 -12 sessions (Individuals 8 sessions, couples 10 sessions). Following the first round of weekly sessions, you will have a monthly check-in call to discuss any questions, issues or changes to your circumstances. This will be an accountability call that will ensure you are on track and following your plan.
WEEK 1
Getting to Know You
Why are you here? What is your goal working with a financial planner?
WEEK 2
Money Stories & Vision
WEEK 3
Goal Setting (120min session)
WEEK 4
Savings & Budgeting
WEEK 5
Personalized Coaching Topic 1
WEEK 6
Personalized Coaching Topic 2
WEEK 7
Personalized Coaching Topic 3
WEEK 8
Investing
WEEK 9
Action Plan Creation
WEEK 10
Implementation & Questions
FOUR WEEK BREAK
SESSION 11
Check-in Call #1
FOUR WEEK BREAK
SESSION 12
Check-in Call #2
FOUR WEEK BREAK
SESSION 13
Check-in Call #3