COMPREHENSIVE financial wellness program
This baseline signature program is designed to thoroughly cover your holistic wealth building needs and plans.
The ultimate objective of this program is to not only equip you a comprehensive money plan/system tailored for your situation, goals and values; but also with the tools, habits and baseline knowledge that are fundamental to your future success and consistency month-over-month, year-over-year.
The program is structured as follows:
Specific highlights of the program include:
Evaluation and optimization of current money landscape (assets, liabilities, retirement, investments)
Assemble and assess where each $ is going (i.e. all cash inflows and outflows) including:
Spend tracking and subsequent identification of spending habits + potential leaks
Calculation of key personal finance metrics of funds needed for emergency buffer, run/burn rate and financial runway
Recognition and transformation/shedding of negative/unhelpful money beliefs, mindsets and behavior (such as getting to the root of your spending habits)
Value identification and goal setting (and aligning the two)
Identify and understand your broader intrinsic life values + the purpose of money in your life beyond purely material aspirations
Develop and set (with actual numbers) your short, medium and long-term financial goals in relation to those values
Creation and implementation of a comprehensive money plan/system tailored for your situation, goals and values (from the aforementioned inputs) and equipping you with the following tools to succeed:
Personalized spending plan
Personalized tracker to monitor spending and goal progress
Personalized net worth tracker to monitor wealth creation
Baseline personal finance, retirement and investing education with the goal for you to:
Personally understand the rationale behind the various components of your personal money plan (vs. just blindly following my guidance)
Ultimately feel empowered and confident enough to make informed financial decisions you feel good about
Support, education, guidance and accountability in a safe, completely judgement-free space