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Investment: $750.00
Duration: 2 - Months
Level: Beginner-Friendly
1. Financial Foundation Onboarding
Complete a comprehensive financial questionnaire to provide an understanding of your income, expenses, debts, savings, and financial goals.
2. 50-Minute One-on-One Financial Strategy Session
Meet with me to discuss your current financial position, identify priorities, establish realistic goals, and determine what financial success looks like for you.
3. Comprehensive Financial Investigation
Receive an in-depth analysis of your income, expenses, debt obligations, and cash flow to identify spending patterns, financial leaks, and opportunities to redirect money toward more productive purposes.
4. Customized Financial Strategy & Action Plan
Receive a personalized budget, cash-flow allocation strategy, and step-by-step implementation roadmap with measurable 30-, 60-, and 90-day goals.
5. AffluentHeir Worksheets & Financial Tools
Gain access to selected budgeting, expense-tracking, debt, and savings tools, along with guidance on how to use them independently.
6. Implementation Check-In Email
During the first month, receive one scheduled email check-in to address questions, review initial implementation, and help you stay on track with your financial strategy. This includes one dedicated email exchange and does not include unlimited email support.
7. Month Two: 25-Minute Progress & Accountability Session
Review your progress, evaluate the implementation of your strategy, address obstacles, and identify adjustments needed to maintain momentum.
**Disclaimer**
AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.
Investment: $750.00
Duration: 2 - Months
Level: Beginner-Friendly
1. Financial Foundation Onboarding
Complete a comprehensive financial questionnaire to provide an understanding of your income, expenses, debts, savings, and financial goals.
2. 50-Minute One-on-One Financial Strategy Session
Meet with me to discuss your current financial position, identify priorities, establish realistic goals, and determine what financial success looks like for you.
3. Comprehensive Financial Investigation
Receive an in-depth analysis of your income, expenses, debt obligations, and cash flow to identify spending patterns, financial leaks, and opportunities to redirect money toward more productive purposes.
4. Customized Financial Strategy & Action Plan
Receive a personalized budget, cash-flow allocation strategy, and step-by-step implementation roadmap with measurable 30-, 60-, and 90-day goals.
5. AffluentHeir Worksheets & Financial Tools
Gain access to selected budgeting, expense-tracking, debt, and savings tools, along with guidance on how to use them independently.
6. Implementation Check-In Email
During the first month, receive one scheduled email check-in to address questions, review initial implementation, and help you stay on track with your financial strategy. This includes one dedicated email exchange and does not include unlimited email support.
7. Month Two: 25-Minute Progress & Accountability Session
Review your progress, evaluate the implementation of your strategy, address obstacles, and identify adjustments needed to maintain momentum.
**Disclaimer**
AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.