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This is lifestyle planning. Tracking money flows to see trends in spending habits and create a plan for a livable lifestyle. Ongoing monitor of spending to ensure money is being spent in alignment with goals.

This is the fun part! Short and long term goals are defined in detail with estimated cost. A roadmap is created using milestones to track progress and rewards along the way.

Comprehensive evaluation of all liabilities and a custom repayment plan and schedule is created.

Define saving and investment goals. Retirement calculations are used to determine how much should be saved to retire by a desired age.

Dig in and see how you relate to your money and finances on an emotional level. Address any fear and shame and shift beliefs to a healthier abundant mindset.