Tune-Up

A tune-up is specifically designed for the financially healthy who want an unbiased review and recommendations of their financial plan. Clients choosing this coaching plan are required to be debt free with the possible exception of their home; and have at least $50,000 in net worth. Includes initial 2 hour session to review and plan your strategy plus unlimited phone follow-up for six months. Clients may extend their coaching and follow-up privileges by paying the coaching fee annually.

During this session we will review your investments, insurance policies, and wills and give advice on what steps you need to take in order to reach their goals. We will review the budgeting process and help you with estate planning. Note that most financial planners will charge $2,000 to $5,000 for their services plus make commissions on the products they sell. 

We do not sell investments or insurance but do give advice on the ones we recommend.  

We will do personal, retirement, and small business coaching under this agreement, as long as the client is not in a financial crisis. If a crisis or poor financial behavior is detected we will direct you to the FPU program with the upgrade coaching.

Key Benefits

• Keep on track with regular financial tune-ups.
• Can be done year after year
• Can focus on building wealth rather than debt retirement.
• Costs much less than a Financial Planner. 
• We don't try to sell you any products or other services.
• We only give you advice that you absolutely need to become  or stay wealthy.
• Can do small business coaching under this plan
• Retirement planning included
• Coaching can be done in office, over the phone or via e-mail.
  

Fee For This Service

$250.00 For a 2 hour coaching session.

We accept Checks, Money Orders, Visa and MasterCard Debit Cards and PayPal.