Affordable Financial Solutions For Educators
Our Stress-Free 6 Step Process
This step-by-step approach ensures a smooth, stress-free process that empowers you to take charge of your financial future with clarity and confidence.
Initial Video Call
We’ll start with a FREE, no-obligation, 30 minute video call to discuss your financial goals, current challenges, and how we can help. If you decide to continue, we'll discuss a plan that works best for you.
Client Questionnaire
Complete a simple, 3 minute questionnaire to provide insights into your income, expenses, debt, savings, and financial habits. We will use this information to build your custom monthly budget.
SMART Goal Setting
We’ll work together to outline realistic financial SMART goals tailored to your needs, such as increasing summer savings, debt reduction, or saving for a future goal. We'll personalize goals for you.​​
Custom Budget
We’ll create a personalized, stress-free budget, focusing on simplicity and sustainability. We’ll review your finances to identify spending patterns, savings opportunities, and areas for improvement.
Behavioral Analysis
We’ll discuss financial habits and behaviors to uncover patterns that may impact decision-making. We'll share strategies to reduce stress around money & identify opportunities to increase savings.
Financial Plan
You’ll receive a comprehensive financial plan tailored to your specific needs. This will include actionable steps, timelines, and ongoing support to keep you on track as you achieve your goal.