Who this is for:
- those who want to get on the same page about money and tackle finances TOGETHER.
- anyone considering marriage or merging finances
- those who have not taken a personal finance course or who want a refresher
- those who want ongoing support to be held accountable
What you'll get:
- course on financial literacy & the behavior / psychology of money ($250 value)
- 4 one-on-one coaching sessions with a CFP® professional ($500 value)
- analysis of current financials & a written plan for future action steps ($1500 value)
- follow-up support to hold you accountable (typically $250 per session)
- discussion around merging finances (the dos & don'ts) and how to get it done
All of these things together ($2500 value) are available for a total of $950.