Financial Growth: Get out of debt & plan for the future

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Get out of Debt

• Personalized debt management planning
• Strategies for debt reduction

Long-Term Financial Planning

• Creating sustainable savings plans
• Retirement planning

Business Financial Planning

• Budgeting and Forecasting
• Managing Business Debt

Investment Strategies

• Additional Service Income
• Risk Management

Our clients are specifically business owners who have been struggling to grow their business, get out of debt both personally and professionally and are looking to create a financial path to create longevity in both their personal and professional life. 

Initial Consultation

• What to expect in the first meeting
• How you assess financial health

Review

• Current personal financial state
• Current business financial state

Custom Planning

• Tailoring strategies to individual needs
• Tools and resources

Implementation and Support

• Continuous support and guidance with a timeline
• Monthly or Quarterly reviews and adjustments

Kristin and/or Jeff will meet with you for one hour to discuss your current finances both personally and professionally, gather a history of your personal and professional expenses and debts and talk about ways, we can help you improve your financial state and set you up for long term financial growth. 

Each initial consult is $149 paid prior to the scheduled appointment. Please plan on 60-90 minutes for your initial consult with Dr. Jeff and/or Kristin.

Consulting services range based on level of need and length of time to accomplish your overall goal. 

All financial consulting is month to month and an initial fee of $799 plus a flat fee of $299 per month until you are satisfied with the financial path you are on.