Smart $avings & Debt Payoff
Does your debt keep you up at night? Are you tired of not knowing where you money goes every month?
- Take action with intentional spending strategies to be smarter with your money
- Building a realistic plan to tackle your debt and work towards full financial freedom
- Finding the balance between enjoying your money now, and saving for later
Money Foundations
Have a money question you need guidance on? Depending on your program option, you decide with your wealth mentor on the topics below to discuss during your 1:1 calls:
- How to build and maintain your emergency fund
- Prioritizing your most important financial goals
- Options for old 401(k) or other employer-sponsored plans
- Saving for a big (non-retirement) goal
- What should you save into: Roth IRA, 401(k) or Traditional IRA?
Retirement Checkup
Not sure how much to save for retirement? Let's clear up the picture for you.
- Develop a retirement map to see where you're at and where you want to be
- Discuss options and strategies for retirement savings
- We build an actionable list of recommendations for what to do with your money
Healthy Money Mindset
What's your relationship like with money?
- Understand what's holding you back from achieving your goal
- Develop healthy money conversations with your partner
- Learn strategies to overcome limiting beliefs about wealth and success