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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