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Kick Start! 3 Month Financial Intensive

What You Can Expect From Us

We will get it done! 

  • 3 Strategy Calls in 2 Months
  • Your own, personal finance portal to get (and stay) organized! You will have full access to this portal even after our Intensive is complete.
  • An Actionable Plan
  • 30 Days of On Demand Advice & Unlimited Email Support
  • Check in Call at the End of Your 3rd Month to Evaluate Your Progress & Discuss Next Steps

Our Process: Putting Your Plan Together

Discovery Call

Getting to know what's most important to you, identifying core values, needs, wants, wishes and fears and examining vulnerabilities to your existing plan.

Onboarding Call

Guiding you through use of technology to organize your finances, categorize expenses, identify and document goals and understanding your personal cash flow and net worth statements. You will have your own, secure finance portal where you can view and update financial goals in real time and see how all of your investments, retirement, insurance, debt, income and expenses work together.

Observations & Recommendations

We will provide clear and actionable advice regarding your investments, retirement, insurance, taxes, estate planning and any other financial concerns.



On Demand Advice & Follow up at the End of Month 3

We will help you stay on track by partnering with you along the way, revisiting your larger, long term goals and smaller action items to hold you accountable.

Unlimited Email Support for 30 Days Following Our Program





How Much Does Kick Start! Cost

Choose what is manageable for you:  3 Payments of $575 or $1500 Up Front ($225 Savings).

25% off for medical professionals, emergency responders, educators that join before Jan 1, 2021. If you belong to one of these professions, please contact us for a special coupon code before enrolling. 


Join Kick Start! 3 Pay Plan


Join Kick Start! Up Front Payment