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.
Month 2: Adjust and tweak the plan. We teach you how to be a smart consumer, how to earn more money at work and with side hustles.
Month 3: Adjust and tweak the plan. We teach you all about insurances (health, auto, life, home, umbrella, long-term care, renters, homeowners, disability)
Month 4: Adjust and tweak the plan. We teach you about paying for college without a ton of debt or how to buy/sell a home 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 (with Debt-Free Date), 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!