Jump-Start Package

Get your financial journey rolling

WORKSHOP PACKAGE FOR A EMERGENCY PREPAREDNESS

Coronavirus update: Financial emergency preparedness - book your  workshop to stay financially healthy & help families in need!

  • The price for the package is reduced by 20% until the end of April 2020

  • You will get aware of your financial situation and can plan the necessary adjustments needed due to a potential crisis

  • In addition, 10% of all the sales achieved between March 15th and April 30th 2020 will be donated to the Operation School Bell of the Assistance League of Greater Portland. So we will help families in need getting clothes for their children during the next school year.

WHO WILL BENEFIT FROM THIS PACKAGE?

Anybody can benefit from this package, as it gives you a good insight into your current financial situation, its challenges and gives you a direction for the next steps. 

Especially during uncertain times, it is critical having a full understanding of your situation, so you are able to make needed adjustments, should you have to react to a crisis.

After this package, you can either continue the journey on your own, or you can use Daily Money Management services or Financial Coaching as support.

HOW DOES IT WORK?

We will have three meetings:

  • One 1.5-hour workshop, hold as video meeting

  • Two follow-up phone calls, each 15 minutes

 

After the meeting you will get:

  • A clear understanding of your current financial situation

  • Action points to address your current or future challenges

  • Your values and goals for your financial future

  • A budget for your own use

  • Customized tips for your daily money management

Note: Before the meeting, you have to collect the required information and provide it to me in time, only this way we can achieve the desired outcome. 

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Serving Portland, Beaverton, Hillsboro

503 851 2449

sds@smartdailyservices.com

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