Focused Financial Session – Couple


2-Hour, One-on-One Strategy Session with a Financial Planner



The Focused Financial Session is a one-on-one session with a financial planner for you and your significant other. During it, you will jump start your financial journey as you both work through setting a budget and defining big life goals.

During this session, you will:

  • Organize your expenses so there’s no more surprises
  • Create strategies for bill paying that’s quick and easy
  • Design a savings strategy that leaves you feeling secure
  • Tackle your debt and design a debt payoff strategy
  • Gain control of your money. Stop winging it and create a plan.
  • Identify key challenges and priorities
  • Discover strengths and solutions​
  • Learn the first steps needed to achieve financial clarity and confidence

You may also like…