Debt Elimination Planning recommended for households with non-housing debt greater than $35,000

Beat the Debt Monster!

  1. Learn to Develop a Debt Free Mindset

  2. Evaluate behaviors and habits that contribute to spending and debt

  3. Gain understanding about you and your spouse/partner’s personality type, love languages and attitudes toward money and how to work together toward a life free from the pressures of debt

  4. Non-Housing Debt Elimination Written Plan (DEP)

    • Create and Begin your DEP and set a Debt Freedom Date

    • Transportation Plan – Assess Transportation Expenses and create strategies to stay within the 5FB parameters

    • Know your FICO credit score & learn ways to improve your credit score

  5. Mortgage Acceleration Plan

    • Develop a plan to accelerate your mortgage debt and become mortgage free

  6. Learn to Evaluate Your Financial Behavior based on our LESR Way. 

    1. Logically - Numbers

    2. Emotionally - Feelings

    3. Spiritually - Higher Purpose

    4. Relationally - Heartbeats

PRICING

< $75,000 non-housing* debt = $600

>$75,000 non-housing Debt = $875

As Add-on for existing Holistic Planning clients (includes ongoing reports & reviews as long as client has an active Coaching Subscription)

OR

< $75,000 non-housing* debt = $875 >$75,000 non-housing Debt = $1150

+$125 Admin Fee

for initial Stand-alone services (does not include ongoing guidance, future follow-up reports and reviews are $125 each)

(Planning fees payable in one up-front payment or 3 consecutive equal monthly payments. Admin Fee, if applicable, is due at contract execution)

  • Non-Housing Debt refers to all household debt EXCEPT a first mortgage on the primary residence.