Financial Consulting
Does your money need a makeover?
Does your money need a makeover?
Do you have debts that need to be paid off? Do you live paycheck to paycheck? Do you need a budget?
Do you need to get a grip on your retirement plan? Do you have goals that have not been achieved because of your current money habits?
Would you like to maximize your money and minimize your taxes? Have you been in denial or hiding from your financial situation? If your answer is YES to ANY of those questions, you NEED a financial plan. Isn’t it time for you to move to the next level financially?
No matter the situation, we are happy to help
Our Financial Consultants have been trained in our proven methods and strategies to help you shift your mind and your money. We offer practical solutions to financial problems. Proverbs 23:7 says “For as he thinketh in his heart, so is he”…N.I.V. The financial change you need is just one mindset away. We work with you to change how you think and approach your financial decisions, educate you in any financially deficient areas, and make recommendations that lead to a changed mindset, a financial shift and a lifestyle change. Isn’t it time for you to be Financially Free?
Change your mind, Change your money, Change your life!
During your monthly financial consulting sessions, you can expect the following:
Session 1: This is where we get to know you financially. We will conduct a detailed assessment to really understand your financial habits, how you make financial decisions, your debt situation, and any other goals and desires that you would like to achieve. You may have some homework, so get your mind ready 🙂
Session 2: This is where your new story begins. This is the start of the implementation phase where we help you establish and start using your new or revised budget. We have several financial strategies to assist with cutting costs and freeing up money. We will begin making recommendations, but not too many at a time as we don’t want you to have too much too fast.
Session 3 & beyond: We continue with our strategy sessions until we have accomplished setting up a plan and have everything you need taken care of financially. The remaining financial consultations cover categories such as credit, debt elimination, college planning, wealth building, retirement, savings, and more.
There is no one size fits all when it comes to financial planning. We have a wide variety of clients ranging from graduates just entering the work force, to experienced working adults, to those that are approaching retirement. Some of our clients have done well financially and come to us to help them organize and assess their financial situation for any deficiencies. Other clients come to us who would love to eliminate debt and manage better and others who come to make sure they have properly planned for retirement. No matter the reason for coming, most of our clients ultimately want the same thing; financial freedom!
We will help you create a comprehensive financial plan containing all of the above information and continue to work with you either monthly, then eventually switching to quarterly and then annually or as needed to review your plan and make sure we are on track towards retirement and/or your financial goals.
We specialize in helping our clients cut costs, save money, get out of debt, and retire well. As long as you are willing to put forth the discipline required, we will get the job done!
Are you ready to take charge of your financial future? If you answered YES, say out loud “I am ready to invest in myself!” The cost for our comprehensive services are as follows:
Single Person: $125 per session
Married Couple: $180 per session
Additional Add-On Services:
Investment Property Analysis & Consultation: $250 per session:
Often times, we meet clients who have the right idea of purchasing investment property; but don’t fully understand how to maximize profitability and minimize cost. Consequently, this can lead to paying for expenses from your own pocket or drowning in debt because of the property. If you own or are considering the purchase of an investment property, we can analysis and provide guidance and recommendations to make sure the property always pays for itself. These recommendations can include but are not limited to property budgets, savings allocations, lines of credit vs. refinancing, business credit, closing costs, property ownership and more. If we increase your bottom line, it was worth your time! 🙂
Small Business Owner/Start-Up Financial Consultation: $500 per session:
If you own a small business and are not where you need to be or you’re looking to start a business, our small business financial consultations may be just what you need. Our recommendations may include but are not limited to business money management, paying yourself, business savings allocations, benefits, write-offs (please note we are not tax accountants but will give you general information about write-offs to consult with your tax professional in an effort to maximize your deductions and reduce your tax liability.
Each session is for a 1 hour consult; additional time may be added in 15 minute prorated increments.
How to Get Started:
You can start with our Free 15 minute financial consultation. This will allow our financial consultants to get an overview of what you are looking to accomplish and discuss how we may be able to help.
Click here to select your financial consultant and schedule your free 15 minute initial consultation today!