"The Blueprint" - Bootcamp Program
***The Financial Coaching Program That Guarantees Results***
Program Features:
-Weekly Coaching Sessions With A CPA/Finance Coach (60-90 min.)
-Electronic Access To On-Demand Webinars & In-Person Training Sessions
-Electronic Access To Automated Tools & Financial Resources
What You'll Pay
Coaching Fee
(NOTE: Ongoing Coaching Fee = $125.00 per month)
The (6) Key Areas Of Personal Finance
❏ Budgeting
❏ Budgeting
❏ Budgeting
-How to create an effective savings plan and determine if your budget is S.M.A.R.T. enough
❏ Credit
❏ Budgeting
❏ Budgeting
-Understanding Your Credit History
and how to improve your FICO score without overpaying for it
❏ Debt
❏ Budgeting
❏ Insurance
-Creating a debt-elimination strategy based On Principal vs. a strategy based on Interest
❏ Insurance
❏ Retirement
❏ Insurance
-Eliminating the confusion behind life insurance & how to properly calculate your insurance need
❏ Taxes
❏ Retirement
❏ Retirement
-Creating a proactive tax strategy for your personal & business income that maximizes your dollars
❏ Retirement
❏ Retirement
❏ Retirement
-Identifying the best short term & long-term savings strategy(s) based on your future financial goals