Financial Checkup

If you’re in need of a quick, professional review of your finances, look no further. A financial checkup with yours truly is just what you need.

As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Financial Counselor®, I’ve helped hundreds of individuals and/or families just like you prioritize their finances and get much greater results than they ever have before. Are you ready to take that next step?
 

Book Your Checkup!

 

How a Financial Checkup Can Help You

Want me to check out your budget and look for some opportunities? I can help with that.

Wondering if your debt elimination plan is built to last? Let me take a look at it.

Did you just eliminate your debt and are wondering, “What’s next?” I’ll show you how to move forward.

Looking to hire a licensed financial planner but aren’t sure how to find someone that’s honest? As someone who’s worked in the industry, I can guide you toward the right answer.

Just need some motivation? I’m your guy.

To put it simply, a financial checkup gives you the information you need to remove doubt from your mind. After we’re through, you’ll know exactly what needs to happen to get you moving in the right direction.

 

Book Your Checkup!

 

What Does This Financial Checkup Get You?

Your investment in a financial checkup will get you a one-hour phone call or video conference to discuss whatever you’d like. We will plan the topic(s) over email and it will not count toward your one hour.

In addition to the one-hour appointment, I will also review your most recent tax return and all three of your credit reports. The review is optional, but extremely valuable.

How You’ll Schedule Your Financial Checkup

After you place your request for a financial checkup, I’ll send you an email with a link to my schedule. For there, you can select a time and date that works well for your financial checkup.

Once you’re on the schedule, I’ll send you a link to securely drop your tax return and credit reports so I can review them. If you’d prefer to do this AFTER meeting with me, that’s quite alright. I can understand the hesitancy. 🙂

It’s that simple. So what are you waiting for? I look forward to helping you achieve financial freedom!

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Book Your Checkup!