Work with a CERTIFIED FINANCIAL PLANNER™ One on One. Coaching focused on implementing fundamental financial habits focused on saving, eliminating debt and money mindset.
In addition to helping you with your personal finances, we'll also help you with your business budgeting, goals, etc.
• Budget: Organizing Income & Expenses
• Spending Plan to Work Towards Goals
• Money Mindset & Behavioral Finance - How our emotions affect our money decisions.
• Debt Elimination Strategy
• Meet every 3 weeks virtually to track progress, discuss challenges and wins and refocus with access to email in between meetings.
• Receive access to additional exclusive insights and educational materials from Modern Money Advisor throughout the process.
$400 billed in advance on a monthly recurring basis.
Enjoy 24/7 access to our client portal for financial coaching clients.
Financial Bootcamp Recurring Monthly Subscription Includes Spending Plan, Initial Face To Face setup meeting, Debt Elimination Analysis & Strategy and Savings Goals Planning. We encourage clients to commit to a minimum of 4 months, with most clients working with us between 4 months to 12 months. The subscription can be can be terminated at any time with 30 days written notice and a prorated reimbursement of that month's fee will submitted to you.