Modern Money Bootcamp & Coaching

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!


- Start with the creation of a customized spending plan focused on organization, paying down debt and saving.

- You will get a step by step checklist with specific monthly goals to complete.

- Meet every 3 weeks virtually to track progress and refocus.

- Access to email in between meetings.

- Receive access to additional exclusive insights and educational materials from Modern Money Advisor throughout the process.

- Monthly live virtual group financial topics class and discussion session.

- Ongoing implementation of annual Financial Plan (This feature only available when Financial Planning Package was purchased in previous year.)