During this forty-five minute call, we will go over the following;

• An overview of your current financial practices.

• Income, Mandatory and Discretionary Spending Analysis

• Problem area identification

• Actionable items to help you meet your financial goals and needs.

• Basic personal finance concepts you struggle implementing

• Audit of your current budget, if applicable

Before the end of the call, you will be able to determine if you feel confident enough to use the information provided to move forward on your own or if you would feel better working closely with me for a few months to ensure you are taking charge of your finances effectively.

• Free D.I.Y Personal Finance Guide