The Relationship
Every client is different and every relationship is different. Here is an example of the steps and exercises we may take clients through:
Assess your current financial situation and understand your financial concerns and goals.
Put together the action steps needed to reach these goals.
Come up with a game plan as to when the action steps will be completed and what support and accountability will be needed.
Set up a tracking system for you so you can understand where your money is going and what your spending habits are.
Discuss how to free up more money to pay off debt and increase savings.
Help you understand the psychological and emotional components of dealing with money.
Catch up with you regularly to gauge progress and adjust the plan if needed.
Most importantly, listen without prejudice, support you and encourage you.
Celebrate milestone achievements.
Contact Us
Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.