Individual Services

$199 Individual | $349 Couple

Designed for clients who want to understand their credit and know what steps to take next.  During this session we will -

• Review and explanation of your credit report
• Identify the factors affecting your credit
• Discuss how balances could be prioritized and paid down
• Practical strategies to help improve your overall credit

The goal is to have the client complete the call feeling well informed and with a plan of action.

$500 Individual | Couples starting at $850

Designed for clients who need help organizing their income, expenses and bill payments into a realistic budget.  This budget strategy will span across 3-4 meetings to build, review and finalize your budget.  We will -

• Organize your income, expenses, payment obligations and due dates
• Incorporate credit card payments and all miscellaneous spending into the client's budget
• The client will receive a personalized budget designed around their household, habits, and spending.

* Couple budgeting options are based on how your household manages money.  A shared household budget is $850.  A shared budget plus two individual budgets is $1000.

$899 Individual | Couples starting at $1499

Designed for clients who need help with their credit strategy, budgeting, financial planning and support while implementing the plan.  During this financial rebuild, our clients will receive -

• Credit Strategy and Personalized Budget Strategy
• Planning for debt, savings and financial priorities
• 60 days of implementation support after their budget is completed
• Check ins and limited budget adjustments to help clients become comfortable managing their plan on their own
  

FREE

Not sure which service you need? Start with a complimentary 15-minute Financial Fit Call.  We will briefly discuss what is happening, what you want to accomplish and which service may be the best fit for you.   

No pressure. No quick fixes.  No judgement.  Just education, strategy and a plan.