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