How The Program Works
Personalized Spending & Savings Plan with Accountability Program
Financial Consultation Intake
In this one-hour session, we will assess your financial picture by reviewing your income, debts, investments, and goals. This will help Randi gain valuable insights to create a clear roadmap for your financial future.
Personalized Budget Presentation
1-2 weeks after your intake session, Randi will present a comprehensive plan outlining your budget for spending, saving, debt repayment, and investment strategies. This personalized approach ensures that you have a clear understanding of your financial landscape and actionable steps to achieve your goals.
Check-In Calls
During the initial quarter, you'll have bi-weekly calls to help you stay accountable your new budget. As you progress, these check-ins will transition to monthly calls, ensuring you continue to stay on track and achieve your financial goals.
Quarter Review
Every three months, we will dedicate 45 minutes to reflect on the past quarter and strategize for the upcoming one. During this time, we will evaluate what has been effective, identify areas for improvement, and review your goals. Together, we will outline actionable steps to ensure your continued progress and success.