EXPLORING EXECT SERVICES
90-Day Personal FinancE Runway
Design + Activate Studio
This experience pairs you with a strategist to examine your financial needs and motivations, educate you, and keep you on track to meet your financial goals.
During your journey, you will:
- explore your income and spending needs
- learn about healthy financial habits
- design and activate a 3-month financial plan
- set and achieve money goals
- monitor your income and spending
- improve your financial habits
- meet with a money coach monthly
Process: 3-month commitment
Deliverables: 3-month financial plan, money coach, literature
Coaching Calls are 20-minutes, once a month!
Frequently Asked Questions on coaching calls
- How can I start saving for a house?
- Should I roll my 401 K into an IRA?
- I got a small windfall of cash, should I pay off debt? Save it? Or both?
- What do I do about my student loans?
- Should I consolidate my credit card debt?
- Do I have to get my state's 529 plan or can I choose a different one?
- How can I raise my credit score?
- I feel OK about my finances, but is there more I could be doing?
- I'm a freelancer. Should I have a separate business account from my personal account?
*Remember, there's no such thing as a dumb question!