Solutions
Financial Health Check:
Take control of your finances with a comprehensive, one-time plan from a CFP® professional.
Stop living paycheck-to-paycheck. Start growing real wealth.
Is a Financial Health Check for you?
Do any of these sound like you?
- The “High Earner, Low Saver”: You make a healthy income, but you don’t have a lot of savings (or investments) to show for it.
- The “Debt Juggler”: Debt like credit cards and student loans make it feel impossible to make progress.
- The “Validation Seeker”: You’re trying to do everything right, but aren’t exactly sure what to prioritize. You want expert feedback for confirmation and confidence.
If any of these sound familiar, the Financial Health Check was designed for you.
What’s included:
- 5-part comprehensive written analysis: A Financial Position report (Net Worth), Income & Spend report, SWOT analysis, Q&A report, and Action Plan
- A Cash Flow Visualization to see exactly where every dollar goes each month
- Personalized recommendations tailored to your unique values, goals, and financial situation
- Q&A support to ensure you understand every aspect of your plan
What’s not included:
- No ongoing fees.
- No investment management requirement.
- No long-term commitment required.
Introductory Pricing:
The Financial Health Check is $200 for the next 5 clients.
Here’s why: As I establish this service, your feedback is incredibly valuable. If you find the Financial Health Check helpful, your testimonial helps others discover how they too can take control of their finances.
3 Additional Resources:
To support your progress, you also receive 3 “Bonus” Resources: The Financial Automation Guide, The Investing Fundamentals Guide, and Two Follow-Up Email Check-Ins (at 1 month and 2 months after receiving your plan).
How to get started:
Book a free Intro Call here to see if you’re a good fit:
Wealth Management:
If you’re interested in comprehensive wealth management, including investment management, please express interest here.