START HERE: A Solid Financial Foundation

Service Description

Our flagship program (10 sessions) provides a solid personal and financial foundation to set you up in pursuing your best life. At the end of the 10 personalized sessions you will: 1. Own clear and exciting personals goals 2. Know your Net Worth 3. Manage a personal Cash Flow with a tracking system that works for you 4. Get guidance on how to invest your savings with independent and unbiased advice 5. Own a realistic Financial Plan and a clear understanding of what it will take to achieve your goals The program has 3 main parts: 1. Design your life: through coaching, you will be able to establish or refine your life's purpose and clearly define your personal goals 2. Make it happen: know your net worth, cash flow management, and financial projections to make your financial goals happen 3. Invest like a Pro: a personalized investment plan according to your risk tolerance, goals and time horizon Cost: $2,000 # of Sessions: 10