Dear Young Professional,
Don’t worry, it’s not your fault. Your wallet didn’t come with a manual. Your credit cards didn’t have a warning sticker attached. No one took the time to teach you about money in school. You’ve tried, but endlessly searching the internet for answers or wandering up and down the aisles at Barnes & Noble haven’t yielded the results you’re looking for. You’ve basically been left alone to fend for yourself in the wilderness of personal finance. Until now.
Welcome to Financial Personal Training! It’s like working with the trainer that you have (or should have) at your gym, but for your financial health. A P90X program for your wallet so-to-speak. Throughout my time in the financial industry, I’ve found that most people want to do the right things with their money; they just need some help. And not the kind of one-time pep talk that gets you fired up, only to leave you back in your old habits just a few days or weeks later.
We all can use solid advice and continuing support as we work towards reaching our goals. After all, the coach of your favorite NFL team doesn’t just work with them in training camp and then go to the beach for the rest of the season, does he? No, he’s with them every day. In practice. In games. Through the ups and downs, until they get to the championship. That’s what this group is about.
However, just as every fitness program won’t work for everyone, this program too is not one size fits all. This group is open to a limited number of individuals who are committed to taking charge of their financial life. If this is you, you should join today. We’d love to have you.
It’s not what you make, it’s what you keep. We’ll provide you with strategies to keep more money in your pocket each month.
It’s expensive to borrow on those cards. Learn how to improve your credit score, get lower interest rates, and rapidly pay down your balances.
Your home will be one of your largest assets. You’ll learn how to determine whether it’s better to buy or rent. If buying is the right thing for you, we’ll teach you what you need to know.
You can only cut your budget so much. It may be time to increase your income. We’ll show you how to get paid from doing the things you love.
If it’s true that opposites attract, you might be marrying someone with different feelings towards money than yours. We’ll show you how to manage the relationship between you, your money, and your mate.
Finances can change rapidly when you add a little one to the mix. We’ll help you plan for and manage the changes from this joyous life event.
Have no idea what your 401k is doing? Not sure how to use your pre tax transportation benefit? We’ll demystify your company benefit package and help you maximize what’s available to you.
Are you getting paid what you’re worth? We’ll help you determine what you should be making and coach you on asking for a raise, or finding a higher paying position.
Left your 401k at your old job? Have no idea where your insurance policy is? Is your financial life all over the place? We’ll show you how to consolidate and organize your finances so that you have a clear picture of where you stand.
If you don’t want to work until you are 87, you should probably start planning for your retirement now. We’ll help you determine how much you need to retire and jumpstart your thinking on how you’ll get there.
Life happens. Are you adequately protected in the event of an accident? Find out what risks you have covered and those that you’re still exposed to.
Want your money to make money for you? Learn the basics of investing so that you can feel more in control of your financial future.
Payment Plan Option
Split your Quick Start Fee into 2 payments of $297, then $97 regular monthly membership fee.