Embarking on a New Career/Business
You’re graduating college, transitioning to a new career, or starting your first business. Establish your new life with foundational financial planning, career mentoring, and business planning.
College Graduates & New Careers
Graduating college or starting a new career presents an amazing financial opportunity most people only get once in their lifetime. Your income shoots up dramatically, but your expenses haven't caught up yet.
Build a financial plan which funds your dreams such as investing for retirement, traveling the world, and buying your first home.
Many business failures are due to financial planning issues unrelated to the business such as running out of personal savings for living expenses or taking on too much debt which strangles the business.
Proper financial planning and startup-consulting can help you avoid common pitfalls, giving your business a fair chance to succeed.
We start with a free initial Discovery Meeting to identify your goals and explain how financial planning can help achieve them.
What is Financial Coaching?
Financial coaching offers guidance, analysis, and recommendations related to foundational aspects of your personal finances.
Initial Financial Foundation Plan Includes
Goal exploration & prioritization
Cash flow analysis & budget optimization
Asset and debt analysis
Debt management plan
Ongoing Coaching Includes
Career planning & management
Cash flow analysis & ongoing budgeting
Insurance analysis for life, property & liability insurance
No insurance products are sold nor offered
Savings plans for major goals.
Education in dealing with financial services companies
Fees for ongoing Financial Coaching are $100 per month with $560 to start. Couples are $630 to start but pay the same low $100 monthly fee. Subsidies are offered to lower the cost for low-income families and recent graduates through our non-profit organization, Purposeful Finance.
Apply for low-cost financial coaching