Financial Wellness Jumpstart
The Financial Wellness Jumpstart is best suited for the client who desires wisdom and direction around the financial wellness basics. The primary benefit of this service is that it offers a reality check to the client and positions them to make intentional decisions toward greater financial wellness.
$475.00
This two-hour session will focus on budgeting, debt identification and elimination, net worth calculation and a financial habits assessment. You will walk away with a draft of a customized budget, a debt elimination plan, an understanding of your net worth and a Healthy Habits Report.
Jumpstart clients who desire accountability and additional direction often consider coaching packages after this eye-opening and informative service.
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