Modern Money Advisor
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 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.
Ongoing Implementation and Update of your Annual Financial Plan (This feature is only available for Financial Planning clients who have engaged in ongoing financial planning within the previous year.)