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Available Online

Custom Financial Roadmap

2-hr session to develop a custom financial roadmap with goals, actions, and milestones.

Service Description

Not sure what your financial goals are or what to prioritize? The Custom Financial Roadmap will help you develop well-defined goals and priorities that align with what matter most to you. What to Expect From the Session: Before the session: Survey questions to understand your current financial situation and what matters to you. During the session: I will summarize and discuss the information provided in the survey and develop well-defined goals and priorities. Then we'll develop your roadmap with actions, strategies, and milestones to track your goals. After the session: In the first few months, I will reach out to check in on milestones. I will also occasionally send insights and tips to support your journey. Sessions to update or review your roadmap are available as an additional service. Throughout your session, you will have the opportunity to ask questions and seek clarification and understanding.

  • 2 hours
  • 399 US dollars

Contact Details

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