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FIRST VIDEO CALL (50 minutes)

In our first video call, we'll help you to create a comprehensive, Zero-Based Budget. A Zero-Based Budget will combine your income, expenses, savings, and debts to give you a full picture of everything.

We'll help you understand how to plan your finances on a weekly basis using apps and software. We'll also help you to make short-term and long-term goals from your Zero-Based Budget.

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SECOND VIDEO CALL (50 Minutes)

In the second call, we'll help you better understand your debt and credit score.

Working with your Zero-Based Budget, we'll help you make a specific plan to get out of debt.

Additionally, we'll help you get a comprehensive analysis of your credit score for free.

In our third call, we'll talk about unique challenges or problems in your life, such as:

  • Saving for college for your kids

  • Buying a new house

  • Buying a new car

  • Major purchasing decisions

  • …and more

Our priority is to help you become knowledgable and confident. We want to address everything.

This final call will be for you to ask any questions you'd like about any financial challenge you have.


INTERESTED IN A FREE EXPLORATION CALL?

Fill out the form below, and our team will reach out to you via email in the next few days to schedule with you.

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