Two Hour Financial Checkup

Are you doing OK financially and need someone just to “look under the hood” of your finances? Maybe you just have a couple of question on a few subjects and do not need a full 3-6 months of coaching, instead you just need to have someone see what you are doing right and what you can improve on. If so I have created a two hour financial checkup special that might be exactly what you need. Included in this package is the following:

  • A two hour face to face meeting or a meeting on the internet via Skype
  • Assess your current financial situation
  • Give recommendations for change
  • Develop a game plan for the next 6-12 months
  • Work on setting long term financial goals
  • Give you the tools necessary to complete those goals
  • Answer any questions you may have
  • A full write up of what was covered along with recommendations via email

The cost for this package is normally $200. But as a reader of the blog you can receive the discounted rate of only $149! I promise that if you implement what we talk about in our meeting in how you handle your finances, you will recover the $149 in mere months! To sign up for a time please fill out the contact form below, email me at, or visit our contact page if you have any other questions.