Kick Start! 3 Month Financial Intensive
What You Can Expect From Us
We will get it done!
Our Process: Putting Your Plan Together
Getting to know what's most important to you, identifying core values, needs, wants, wishes and fears and examining vulnerabilities to your existing plan.
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