Services
The packages I offer can be tailored to fit your specific needs.
- 3 months/weekly sessions (12 total) – We meet (via phone or in person) once a week to review your plan and your progress.
- 3 months/bi-weekly sessions (6 total) – We meet (via phone or in person) once every two weeks to review your plan and your progress.
- 3 monthly sessions (3 total) – We meet once a month for three months to review your plan and your progress.
Included in each package is an initial consultation and extensive analysis of your financial history. During the course of our relationship, we will work together to complete the following 5 Step process:
1. Understand Your Wallet
The first step to a healthy wallet is to understand it . Learning how the financial world effects what’s in your wallet is not only important, but essential for you to succeed in having a healthy relationship with your finances.
My initial consultation process will not only give me an opportunity to get to know your financial history, but I will also provide insights to the common mistakes that you may be making and that can be quickly fixed.
With your permission, I will compile 3 months of your credit card and bank account statements to provide you with a detailed analysis on the health of your wallet. I’ll also teach you how to analyze your credit report and give you ways to increase your credit score.
2. Budget Your Wallet
Using the detailed analysis of your credit card and bank accounts as a basis, I will give you simple tools to build your own budget and to understand where the money in your wallet is going. Analyzing your habits is the second step to improving your wallet’s health.
While there are numerous tools out there to help you build a budget, none of them teach you how to build the muscles necessary to stay on track and create a lifestyle around your budget.
3. Increase the Money in Your Wallet
Are you controlling your income or is your income controlling you? Learn to control the money going into your wallet. Find how to make the best of your resources.
Most of us feel limited by our past education and current job situation. I’ll help you tap into resources available to you that you may not know about. Whether it’s ways to move up in your career, market yourself in your business or get funding from banking institutions.
4. Eliminate the Toxins in Your Wallet
Learn step-by-step ways to reduce your debt by working with the credit card companies, setting up a personal payment plan that fits your budget and improves your credit score.
5. Keep Your Wallet Healthy
Finally, to ensure the health of your wallet, you need to set long-term financial goals and, most important, a road map on how to get there. I’ll help you create a detailed plan that is realistic — and 100% possible.
Please contact me for rates! Payment plans are available to fit all budgets. Services are provided in the New York Metropolitan Area and Albany.