Foundation Planning important for everyone in every stage of life

  1. Income Plan

    • Review Current Household Income and Establish a Household Income Goal

    • Cash Flow Assessment & Budgeting 101

  2. Insurance Plan

    • Risk Assessment & Life Insurance Review

  3. Short Term Savings Plan

    • Know your 5FB target numbers for: Checking, Cash Reserves, Emergency Fund I (EFI) & Emergency Fund II (EFII)

  4. Debt Elimination Basic DIY Guidance for households with non-housing debt below $35,000

    • Discuss DIY approaches to eliminate non-housing debt and accelerate mortgage payoff

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

  5. Long Term Savings Plan - Phase 1, 2, & 3

    • Establish your first four 5FB before committing to long term savings (LTS)

    • Learn the three (3) 5FB Phases for introducing long term savings into your budget to maintain balance & order in your finances

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

  1. Logically - Numbers

  2. Emotionally - Feelings

  3. Spiritually - Higher Purpose

  4. Relationally - Heartbeats

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Pricing*

$600 Initial Planning Services + $95 Admin Fee (Planning fees payable in one up-front payment or 3 consecutive equal monthly payments. Admin Fee due at contract execution)

$55/month for Ongoing Coaching Subscription (beginning the 4th month)

(*Additional complexity fee for small business owners and real estate owners, see below for details)

*ADDITIONAL FEE (if applicable):

  • Complexity Fee – Additional $600 fee for certain Self-employed, LLC/C-Corp/S-Corp business owners * Non-Owner occupied Rental/investment property owners.