One on One Personal Financial Coaching
Working with singles and couples to build a monthly budget, break the debt cycle and develop a future financial plan.
To book an appointment email us at firstname.lastname@example.org.
The Seven Essential Steps
Step 1. $500/$1,000 in an emergency fund
Step 2. Pay off all debt except the house
Step 3. Three to six months expenses in savings
Step 4. Invest 15 % of your household income into Roth IRAs and pre-tax retirement plans
Step 5. College funding
Step 6. Pay off your home early
Step 7. Build wealth and give!