Our Services
What We Provide
Full End-to-End Analysis for 1 Year of Financial Transactions
Interactive Personal Finance Dashboard
Retirement/Investment Coaching
Mortgage Loan Coaching
Large Expense Planning
Interactive Financial Planning/Budgeting Dashboard
How We Provide
Free 15 Minute Consultation (In-Person or Virtual)
This meeting will be used to discuss the entire analytical process, start to finish. Discussion on surface level financial information, and personal goals is a must here as well. This meeting will also be used to determine the effectiveness of the analysis on an individual basis.
15 Minute Data Corroboration (Phone or Virtual)
This meeting marks the midway point in the analysis. Following the receipt of financial data, this quick 15 minute meeting will be used to perform a review of miscellaneous information, ensuring that all data are represented accurately for the final presentation.
1 - Year Financial Analysis
We will perform a thorough analysis of all financial transactions, and obligations for a full calendar year. The data will be used to create a fully interactive financial report, that the client can utilize for their ongoing financial planning.
60 Minute Presentation (In-Person or Virtual)
The finale'. This in person, or virtual meeting will primarily be used to present the insights from the analysis, but will also be used to cover budgeting strategies that can be utilized to reach financial goals. This is also a time for a candid discussion regarding the financial health of the individual, and a realistic look at their desires for the future.
The 3 Step Process
You…
Like any other self improvement process, financial accountability begins with you. Thankfully, your only responsibility throughout this process is to provide easily accessible financial documents from your banks, and or credit unions.
Once we receive your data, the real work can begin. Lucky for you, this is where you get to sit back and wait for the work to be completed. We will thoroughly analyze the financial documents provided, and create a user friendly, easy to read report. This report will outline your financial history, and help guide you to a financially stable future.
We…
Us…
The final step towards truly understanding your finances, is to sit down and discuss it. The best part? Everything will be clearly presented to you visually over the course of an hour long presentation. This is where we will discuss the in’s and out’s of your financial standing, and brainstorm budgeting options to either improve your financial status, or to keep you on track for a prosperous future.
