Modern Money Advisor
Do you need someone to coach you through the process of getting your finances in order, hold you accountable and help you make the changes you need to make?
Then you should consider our Financial Bootcamp Coaching Program!
Work with a CERTIFIED FINANCIAL PLANNER™ One on One
Budget: Organizing Income & Expenses
Spending Plan to Work Towards Goals
Money Mindset & Behavioral Finance - How our emotions affect our money decisions.
Debt Elimination Strategy
Coaching focused on implementing fundamental financial habits focused on saving, eliminating debt and money mindset.
Meet every 3 weeks virtually to track progress, discuss challenges and wins and refocus.
Access to email in between meetings.
Receive access to additional exclusive insights and educational materials from Modern Money Advisor throughout the process.
Learn tips and tricks to help you stick to your budget
Monthly live virtual group financial topics class and discussion sessions.
Sign Up Today! Procrastination is one of the financial habits we try to eliminate.
Enjoy 24/7 access to our client portal for financial coaching clients.
Financial Bootcamp Recurring Monthly Subscription Includes Spending Plan, Initial Face To Face setup meeting, Debt Elimination Analysis & Strategy and Savings Goals Planning. We encourage clients to commit to a minimum of 4 months, with most clients working with us between 4 months to 12 months. The subscription can be can be terminated at any time with 30 days written notice and a prorated reimbursement of that month's fee will submitted to you.