Financial Wellness
Step 1- The Diagnosis
It's all about your financial future but right now you need to focus on today. Sure, we want to help you navigate your school loans or and devise a plan for navigating Social Security. But first, we have to gather some data. Just like a doctor has to check your vitals, ask about your medical history, and find out if you are allergic to anything., we have to go through an intake process as well. Then based on that data we can make a recommendation or diagnosis.
Step 2- The Action Plan
You remember English class right? This is our first draft that we build together. We create a plan that financially fits. You let us know what you don't like and what you do like. This is moving target as things change while building a collaborative approach to help you acquire the proper financial habits to thrive today and later in life.
Take Action
The doctor diagnosis, a patient‘s prescription or therapy but if they don't follow the plan by taking action, the problem will continue to persist. We are creating your customized financial plan that positions you to thrive in your financial life today and into the future. We will continue to meet with you and follow your progress and be with you every step of the way. Especially when challenging and great life changing events happen.