The program consists of 3 or 4 sessions of approximately 6 hours in total, held in person, online, or in conference calls, in which we’ll:
- Discuss your financial autobiography, those emotions and experiences that inform your financial decisions
- Discuss and analyze your long- and short-term goals
- Review and analyze your current net worth
- Develop a budget plan that addresses your goals
If you’ve never spoken with a financial counselor/advisor/planner, haven’t had discussions with your spouse/significant other regarding your perspective on money, don’t have clarity about your net worth, and/or don’t manage your household finances with a monthly budget, then this service is definitely for you.