Manage and Pay off Your debt

Take Control

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Debt Management Plan

Your debt management plan begins with a complete cash flow analysis, net worth statement, debt analysis, and budget optimization which all inform and lead into the loan management strategy. The use of a customized Financial Dashboard helps keep the client on track with their goal throughout the coaching process and also gives a visual representation of the progression of the overall financial picture.


    1. Exploration & Prioritization of Your Life Goals
    2. Financial Foundation Plan
      • Cash Flow Analysis & Budget Optimization
    3. Credit Report Analysis
    4. Debt Analysis
    5. Loan Management Strategy
    6. Your Financial Dashboard
    7. Monthly Financial Coaching

      From $800 for individuals

      To $900 for couples


      Plus $100 per month for ongoing financial coaching

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      Our Process

      We start with a free initial discovery meeting to explore your goals and explain how financial planning can help achieve them. 

      From there, we develop a detailed plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action.