During this session, we determine where you are financially and map out a plan for your single most concerning challenge regarding your debt, emergency savings, and maximizing your retirement savings for financial independence to ultimately retire early.

This session is designed to discover key ways to maximize your portfolio while achieving your personal goals.

After this session, you will be equipped with proven tools as a blueprint to financial planning, as well as clarity and actionable steps to discover if the next steps of the coaching program will be beneficial in reaching your financial goals.