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Groundwork Package
A one-on-one intensive to take a deep dive into your financial life

What the program includes:

  • 3 sessions of Zoom Sessions with me however best fits in your schedule

  • Lay the foundations & build a customized financial system for yourself

  • Action items after each meeting to continue collecting and organizing data

  • Money mindset and goal setting session

  • Access to all Wellth Solutions financial templates

  • Build a personalized budget to achieve your goals using the Wellth template

  • Deep dive into all systems you use to make & receive payments 

  • Aggregate all actual financial data (all money coming in versus going out)

  • Review actual financial results, compare and analyze against budget 

Investment: $350

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