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Jump-Start Package

Get your financial journey rolling

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EXPLORE YOUR FINANCIAL WELL-BEING - COACHING PACKAGE

WHO WILL BENEFIT FROM THIS PACKAGE?

Do you want to plan your finances for the upcoming year?

Do you need a clear understanding of your financial situation?

Are you concerned about your finances and want to have a plan for the future?

Do you want to prepare yourself for an upcoming change in your life (job change, house purchase, divorce)?

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If the answer is yes, take this workshop now! It gives you a good insight into your current financial situation, its challenges and gives you a direction for the next steps. Having a plan takes out the stress and gives you peace of mind.

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Especially under the current circumstances with all the impacts from the Coronavirus, it is critical to have a full understanding of your situation. It will be much easier to react to changes in the future if you were pro-active and have already thought through possible alternatives.

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This is the perfect start if you are unsure about your own situation and need an analysis of your financial well-being. Together we will work out a budget and plan for your financial future.

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

HOW DOES IT WORK?

The workshop part of the meeting will be held as azoom video meeting as an in-person meeting (within the Portland/Beaverton/Hillsboro area)

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We will have three meetings:

  • One 1.5-hour workshop, hold as a video meeting or in-person

  • Two follow-up phone calls or video meetings, each 15 minutes long

  • Email support between the meetings

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After this series you will get:

  • A clear understanding of your current financial situation

  • Action points to address your current or future challenges

  • A budget for your own use

  • Customized tips for daily money management - including a plan on how to make required adjustments

  • Your values and goals for the financial future

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

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HOW MUCH DOES IT COST?

The price for the complete package is $345 (including video meeting workshop) or $385 (including in-person workshop). Buy the "EXPLORE YOUR FINANCIAL WELL-BEING - COACHING PACKAGE" for yourself or as a gift.

YOU CAN BECOME SMART WITH YOUR MONEY! 

  • start planning your financial goals

  • save money and reduce debt

  • get rid of "money stress"

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