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The process begins with a simple intake form and 15-minute discovery call.
The process begins with a simple intake form and 15-minute discovery call.
You will be provided a detailed review of 1 month of finances, followed up by a one-time coaching call, and a go forward plan to success.
You will be provided a detailed review of 1 month of finances, followed up by a one-time coaching call, and a go forward plan to success.
Phases 2 and 3 include ongoing coaching, planning/impact analysis for major purchases, and a financial accountability model tracking progess across 3 and 12 months respectively.
Phases 2 and 3 include ongoing coaching, planning/impact analysis for major purchases, and a financial accountability model tracking progess across 3 and 12 months respectively.
Service Package Options
Service Package Options
Clean Slate Strategy
Clean Slate Strategy
Starting at
$750
Fortified Wealth Foundation
Fortified Wealth Foundation
Starting at
$1450
Business/Family CFO
Business/Family CFO
Starting at $400/Month
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