No matter your life stage or goals, we want to equip and empower you to build a strong foundation that leads to wealth building.
Our Foundation Builder offering is great for anyone looking to make a plan and reach goals, and especially those:
- Wanting to better understand their current financial situation
- Needing help setting clear goals and a realistic monthly cash flow plan/budget
- Motivated to increase financial freedom by paying down debt
- Ready to commit to a proven financial action plan customized to their situation and goals
Our primary focus areas at this stage:
CASH FLOW PLANNING
EMERGENCY FUND BUILDING
Typical engagement length/cost: Typically $350-$875 depending on scope of your needs & questions. No long-term commitments. You'll meet for your first action plan session ($350) to address your most important question with a recap developed and provided to you afterwards. Future meetings determined based on additional questions/concerns that you would like us to solve together.
Interested in connecting with us about the Foundation Builder? Here's what's ahead:
Contact Charlie at firstname.lastname@example.org ( or send a quick message here )—to set up a free "Get Acquainted" introductory phone meeting.
The purpose of this call is to (1) discuss your current questions, challenges and goals, and (2) for Charlie to share with you how he can help and next steps.
After the “Get Acquainted” call, we'll send you the following documents by e-mail, along with next steps:
- Client agreement outlining the scope of work and the fee for service.
- Confidential “Foundation Builder” pre-work form
What happens during the action plan meeting?
- We'll discuss your most important question and develop an action plan to resolve
- Spend last five minutes recapping next steps and identifying any other topics that should be covered in a future meeting
- Expect to receive key meeting points, next steps agreed upon, and any working documents as a follow up within three business days of the meeting