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SERVICES

Personal Money Coaching Services

1

Build a Foundation

  • Create an Undetailed Budget

  • Separate Income & Expenses

  • Save 1-month Emergency Fund

  • Eliminate High-Interest Debt

2

Build a Routine

  • Review Insurance & Wills

  • Get Employer Match for Retirement

  • Save 6-Month Emergency Fund

  • Eliminate All Non-Mortgage Debt

3

Build a Legacy

  • Invest 15% of Gross Income to Retirement

  • Save for Kids' College

  • Use HSA to Self-Insure for Long-Term Care

  • Pay off Mortgage

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