What Can I expect to address?

What to expect

What Can I expect to address?

What to expect

by Coach Dan

Basic Budgeting (Cash Flow Planning):  We will work with you to establish a written plan for your money.  Spending every dollar on purpose before the month begins. You need to happen to your money before you wonder what happened to your money.

Debt Reduction/Elimination and Understanding Debt: We will work to identify where your money is going and what actions you can take to get ahead of your debt.  You simply cannot build wealth by borrowing money.  By eliminating debt you can be much more aggressive in achieving your financial goals and saving for retirement regardless of whether you are 25 or 65.

Identify unhealthy spending: Simply stated, what are you spending on unnecessarily or in excess. By developing the written plan, these areas will become apparent and can be identified.

Identify your relationship with money: Everyone has a different perspective on spending, money and their approach to managing it.  We will work with you to identify your individual perspective and needs. We will educate you about your options to address any areas of concern.

Develop a Strategic Savings plan: Do you currently have a plan to save for college expenses, major household repairs, down payment, a replacement car or retirement? We will examine your needs and work with you to develop a plan to achieve your goals.

We may address additional needs depending on your circumstances as well as provide information about other topics including:

Bankruptcy, Car Payments, Credit Card Debt, Credit Score,  Debt Collectors, Debt Consolidation, Debt Management, Investments, Life Insurance, Money and Relationships, Mortgages, Real Estate, Retirement, Taxes, and Timeshares.  **This is by no means meant to be an all inclusive listing.

Top