Free Initial Consultation

• Listening and evaluation of financial position

• Identifying positive & negative behaviors

• Discover money habits and attitudes

• Development of a plan of action

• Assess the client's desire for change

• Scheduling of counseling work session(s)

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Information to Make Decisions

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• Education on financial topics

• Increase communication

• Improve relationships

• Shopper education

• Loan consolidation information

• Managing student loans

• Get the right insurance coverage

Manage Your Money

• Build and live within a Spending Plan

• Strategies to survive and thrive month-to-month

• Establish needs and wants

• Spend based on priorities

• Mangae debt and improve credit score

• Reduce... and even Eliminate Debt

• Save for Unexpected Expenses

Set and Achieve Goals

• Set and achieve short-term goals

• Strategies to meet intermediate & long-term goals

• Save for kids' college

• Effectively make major purchases

• Buy a home

• Retirement planning strategies

• Importance of giving & using money effectively