WANT TO IMPROVE YOUR PERSONAL FINANCES & HAVE A BETTER UNDERSTANDING OF HOW MONEY WORKS?

 

My four week FEE-FOR-SERVICE financial consultation package goes like this:

Step 1:  FREE 20 minute meet & greet with Lyndsie

  • At the end of our discussion of your goals, challenges, and desired outcomes of working with me, we will decide whether or not to move on to step 2.
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Step 2:  Four Week Working Agreement

  • We sign a Four Week Working Agreement and schedule four weekly meetings.
  • My consultation fee of $697 is due. 

 

Week One

  • Own & Owe/Assets & Liabilities Analysis
  • Investment Lesson Part One

 

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Week Two

  • Income & Expenses Analysis
  • Investment Lesson Part Two

 

Week Three

  • Your Draft Money Success Plan is presented. This report includes an overview of your financial picture and highlights areas of strength and, if any, weakness. We discuss financial strategies and concepts to help fill any gaps I may have found in your financial picture.
  • We review the projection calculations area of the report and discuss your short term and long term saving, including education savings for children, if applicable.
  • Throughout our discussion, we decide on numbers and calculations we want changed in the plan. The final copy of the plan is presented in week four.
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Week Four

  • Presentation of the final Money Success Plan
  • Set deadlines for action steps
  • Option to sign a two year working agreement

 

 
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