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
- Identifying Spending Habits
- Understanding and Reducing Debt
Moving Forward (One Month Intensive)
This builds beyond the Who Am I (Financially) Program. In this package, you will also learn:
- Tweaking the Spending Plan (Monthly Budget)
- Bill Payment Tracker - Create a Checklist
- Financial Net Worth - An In Depth Look
- 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.
- Tweaking Spending Plan (Monthly Budget)
- Bill Payment Tracker - Helping to Get You Comfortable
- Financial Net Worth - An In Depth Look and Understanding
- How to Balance a Checking Account
- Spending Analysis and 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.
