FINANCIAL COACHING

The process:
1. Consultation (30 minutes)
2. Financial forms completed/returned
3. Initial Appointment (2 hours)
4. Follow-up (1 hour)

SPECIALIZED OPTIONS AVAILABLE:

GRADUATES

What better gift to give someone on the next step of their life journey?

We can help with:
· Career Planning
· Goal Setting
· Budgeting
· Living Within Their Means
· Graduating without Debt
· Checking Account Management
· Understanding Credit

STAYING ON BUDGET

Do you have a working budget, but those important life events get you off track?

We can help with:
· Establishing an emergency
  fund
· Planning for annual expenses
· Budgeting for special events,
  such as:
    · Holidays
    · Weddings
    · Births

ESTATE PLANNING

Are you unsure if your family is protected if something happens to you?

We can help with:
· Evaluating your current
  situation
· Recommending life insurance
· Getting a will