Everyone has to start somewhere. We have developed a unique starter plan for young individuals and families just starting out. Whether you need help organizing your bill payment schedule or just some simple financial guidance, our starter program can help. As opposed to most financial planning, our starter plan focuses less on long term goals. Instead, we work on building techniques and behaviors to help young clients get started on the right path today.
The 6-Week Personal Financial System, "Starter Plan" is a process-based planning program geared for Generation Y clients. During the program, young clients will be guided through the establishment of an automated personal financial system. It is based on our philosophy of Educate > Decide> Act. By automating life's day to day financial strategies, young clients may find themselves in a position of feeling more comfortable and confident about their current situation.
Personal Accounting Department
Setup you up on the online tool HelloWallet to help organize basic financial planning reports such as cash flow and net worth. Setup your autmated cash flow system to help achieve short term goals and make everyday financial tasks simpler
Go Be Do Own
Formulate personal goals utilizing the "Go, Be, Do, Own" goal setting process (from the founder of Gen Y Wealth, RJ Weiss). Where do you want to Go? What to you want to Be? What do you want to Do? What do you want to Own
Snowball Debt Management
Teach you a psychological approach to help pay down multiple debts. Discuss strategies and techniques to help negotiate rates and billing dates with credit card companies.
Make it Drizzle
Create a manageable spending plan to enable you to enjoy a youthful lifestyle while still keeping an eye on the future.
Holy $h!t Fund
Set up a systematic approach to beginning an emergency fund to avoid future debt issues, pay for crises or use for opportunities like vacations or other splurges.
UnRetirement
Begin the initial stages of long term planning to one day be able to stop working at a job and start working on a passion.
Stay $ Smart
Enrollment in our Fiscal University Program and access to Financial Footprint
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