Ways We Can Help

Private Counseling Sessions

These sessions are intended to counsel and explore specific questions or concerns one may have.  These can include the changing life cycle being experienced and how to prepare to succeed, building a budget, understanding spending habits and more.  Take a look at some of the topics below to help you customize a program for your needs and well being.

Who Am I (Financially)?

Learning your financial picture is a key first step to your financial wellbeing.  Learn and build:

  • Spending Plan (Monthly Budget)
  • Bill Payment Tracker
  • Financial Net Worth

Moving Forward (One Month Intensive)

This builds beyond the Who Am I (Financially) Program.  In this package, you will also learn:

  • Spending Plan (Monthly Budget)
  • Bill Payment Tracker
  • Financial Net Worth
  • Where you spend your money (unnecessarily)
  • Spending Plan Review
  • Weekly Calls

Intensive Three Month Program

Get a better understanding on your financial picture and learn the basics on managing your daily expenses.

  • Spending Plan (Monthly Budget)
  • Bill Payment Tracker
  • Financial Net Worth
  • How to Balance a Checking Account
  • Spending Counseling
  • Budget Counseling and Adjustments
  • Evaluating and Suggestions on Your Spending Plan
  • Weekly meetings/calls

One Day Boot Camp

Condense your learning and understanding through a one day program.

  • Spending Plan (Monthly Budget)
  • Bill Payment Tracker
  • Financial Net Worth
  • Spending Plan Suggestions

Group Programs (With a Personal Touch)

Taylor made for the group.  Usually consists of:

  • One month worth of weekly group sessions
  • One month worth of weekly private sessions

Workshops

Taylor made workshops for your situation.  May be done with a small group.

Mediation Services

Reduce costs, retain the decision making, and maintain control of the outcome through our proven mediation process.

 

Thank you for your interest in how we can serve you and look forward to helping you!  For more information, please click here.