Financial Fitness Evaluation
Financial Fitness Evaluations
I educate and coach the client based on an evaluation of their current financial fitness, goals, and life stage. I discuss all areas impacting personal finance in order to outline a complete financial health picture for my clients. We can then determine areas of improvement by establishing a financial budget, as well as a long-term financial health plan.
Areas that are included in the evaluation and planning are: Budgeting; Checking Accounts; Savings Accounts; Retirement Savings; Debt Management and Consolidation; Equity Management; Expense Management; Trust, Will and Power of Attorney; Automobile(s); Additional Substantial Assets; Needs vs. Wants; Emergency Fund; Insurance; School and College Savings; Home Ownership and Mortgage; Taxation; Investments; Dreams and Goals; Unexpected Life Events; Dependent Care Needs.
I partner with businesses and individuals in all life stages. I offer financial health education and coaching so each individual gains financial and debt management skills. I provide personal budget evaluation and preparation. I also provide mobile Notary services.
Budget Utilization Training
Finance Presentation And Workshops
Credit Repair And Debit Management
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!