ever let fear
- Jim Carrey
Does the idea of having an ongoing financial coach sound great, but you've got a couple big roadblocks to deal with first? We can tackle them in a jump start session. We'll cover your one or two most pressing financial concerns. Examples include:
- Enrolling in your company's retirement plan
- Choosing Roth or Traditional, 401(k), IRA or Taxable
- Selecting a 529 college savings plan
- Reviewing your credit report or understanding your account statements
- Creating a plan to tackle your debt
- Discussing whether to rent or buy a house
- One 60-90 minute phone or video call
- Discuss your one or two most pressing financial concerns
- Follow-up email with recommendations, resources and specific action steps
Let's get those roadblocks out of the way so you can start running towards your happiest life!
If you're ready to get a jump start, you can schedule an appointment here. If you'd like to chat first, I'd love to learn exactly what you're looking for and ensure we're a good fit.