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Groundwork Package
A 2 hour one-on-one intensive to take a deep dive into your financial life
What the program includes:
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2 hours of Zoom Sessions with me however the 2 hours fits in your schedule
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Lay the foundations & build a customized financial system for yourself
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Action items after each meeting to continue collecting and organizing data
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Money mindset and goal setting session
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Access to all Wellth Solutions financial templates
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Build a personalized budget to achieve your goals using the Wellth template
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Deep dive into all systems you use to make & receive payments
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Aggregate all actual financial data (all money coming in versus going out)
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Review actual financial results, compare and analyze against budget
Investment: $350
2 hr 350 US dollars
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