VIP Day (5 Hours Virtual)
NEW SERVICE
Our Virtual 5 hour VIP Day is a One-On-One coaching experience working on your personal finance strategy and goals.
Before we have your VIP Day, we will discuss our agenda and what you want to accomplish from our time together.
I build the day's curriculum around your goals and needs that you share.
VIP Days are perfect for those wanting a quick reset to ensure they have a successful financial year.
We spend 5 hours creating and implementing your financial strategy.
VIP Days may typically include
Money mindset and accountability
Money Mapping
Primary and secondary financial goal setting
Identifying your financial habits
Gather and organize financial documents
Organize financial accounts
Calculate Net Worth
Form living budget geared specifically toward your goal
Determine your true income and expenses
Organize your spending
Plug any holes in your finances
Identify ways to save money and increase income
Again, our agenda is structured around your individual needs.
Start January 2024.
All Purchases are Non Refundable and Non Transferable.
$2,500.00 USD