Financial Foundations Program -
SERVICE
3 calls · $500 · Completed over 3–6 weeks
A guided, personalized approach where we explore your financial goals, review your budget and net worth, identify gaps and provide clear, actionable recommendations to build a solid financial foundation.
Build Financial Stability, Grow Wealth, and Achieve Your Goals.
Our Financial Foundations Program is a personalized financial advising service designed to help you understand your finances, create a realistic budget, and take actionable steps toward your financial goals.
Whether you’re just starting or looking to organize your money, we’ll provide the tools and guidance you need to manage your finances, protect your family, and plan for the future..
About the Program
This program is designed for people who:
Wants to take control of their money and make confident decision
Have a household income of $120,000
Needs a clear picture of their current finances and next steps
Feels overwhelmed by where to start
Understanding the service
Call 1: Goals & Discovery
We start by getting clear on what’s important to you — your goals, family priorities, values, and financial vision.
Together, we’ll identify any blind spots and gather key information for your personalized plan.
Call 2: Recommendations & Planning
We’ll review your financial picture in detail.
I’ll present clear, actionable recommendations - including protection strategies, savings opportunities, and ways to reach your goals faster.
Call 3: Execution & Next Steps
We’ll make sure you feel confident in your plan and understand every recommendation.
We’ll finalize decisions and set you up for success moving forward.
After 3 calls, you will have:
1. Clear, actionable financial direction
2. Personalized budget aligned with your goals
3. Complete understanding of your net worth
4. Personalized recommendations based on your situation
5. Peace of mind and confidence in your financial decisions
Get educated on financial literacy
SUBSCRIBE
Fast-track your financial literacy with this mini-course.
Financial lingo and strategies you'll wish you'd known sooner. But don't worry, it's never too late to improve your financial intelligence.
Our Trusted Partners
Financial advice is totally free.
Get your questions answered by an expert and find out if you need a financial plan.