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Sale!Up to six months - cancel any time! If your goal is getting out of debt, planning for college/retirement, working toward buying/selling a home, career/small business counseling, or any other financial goal, this is the plan for you. We'll strategize, build your plan together, and teach you all about personal finance and investing. Month 1: We build your plan for success and teach you basic, easy budgeting, plan to eliminate any debt. We teach you how to be a smart consumer, how to earn more money at work and with side hustles. Month 2: Adjust and tweak the plan. We teach you all about insurances (health, auto, life, home, umbrella, long-term care, renters, homeowners, disability). Month 3: Adjust and tweak the plan. We teach you about paying for college, trade, or tech school without a ton of debt. Month 4: Adjust and tweak the plan. We teach you how to buy/sell a home or vehicle less expensively. Month 5: Adjust and tweak the plan. We teach you investing basics - learn how to tell if your 401k/403b/457b/529 or other investment choices are good ones. Month 6: Prepare you to fly on your own. We teach you all about retirement planning (social security, medicare, pensions, asset allocation, safe withdrawal rates). Cancel or extend any time - no contracts, no lock-in. Weekly/monthly meetings, unlimited text/email support. Customized Personal Finance Plan, monthly education modules on investing, student loans, retirement planning, insurances, and more. Side-hustle matching! Find a way to make extra money (even at home) that's not a scam and something you might actually enjoy! Planning for college, buying your first or next home, retirement. Strategic help with all kinds of debt (student loan, bankruptcy, medical, credit card, home, auto, repossessions, etc). More detail below!
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Sale!Let's do a private dealing with debt collectors together! Want to spend some time learning about handling collectors and debts in collections, while we review your specifics? Sign up for this 60-90 minute offering, and we'll do just that. Let's cover different techniques to find out what works best for you. Avoid the "pay off your debt" scams and learn how to do it the right way. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Sale!Let's do a smart consumer workshop together! Want to learn how to save money on all kinds of everyday expenses? We'll take you through many, many ways to save on products, services, utilities and so much more. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Sale!Let's do a starting a small business or side hustle workshop together! Want to make extra income to disappear your debt or make that fabulous purchase you've had in mind? Let's spend some time talking about your skills, hobbies, and interests and match you up with some great side hustle or small business ideas. Many side hustles are flat-out scams. We keep a carefully curated list of winners to match you with. We'll talk about how to get started with your own small business - the tax advantages, types of formation (sole proprietor, partnership, LLC, S-Corp), and much more. We'll also factor in some career coaching to get you on the right track at your job, or your next job. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience. Click the Schedule Now button to set up a date and time at your convenience.
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Sale!Let's do a private insurances workshop together! Want to find out if you're wasting money on auto, health, life, disability, long term care, umbrella, or other insurances? Worried that you might have a great rate but your coverage is weak, leaving you exposed? Sign up for this 60-90 minute offering, and we'll talk about it. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.