Actions| Step One: F.I.C. or Financial Intensive Care |
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| Product Manager | BRAD BARRON |
| Product Demo | |
| Product Description |
Step One: F.I.C. or Financial Intensive Care – Typically 90 Days
This is where we perform a Financial Needs Analysis; determine your most urgent needs, and build a short-term plan to remedy the bigger problems right away. You will work with you Money Coach to rapidly address whatever your most immediate and severe financial needs are. This is like laying the foundation for your new financial house. |
| Marquee Clients | |
| Features |
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| Client Feedback | |
| When I think about this product I love | |
| When I think about this product I wish they would improve |
| Step Two: Regroup and Redefine |
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| Product Manager | BRAD BARRON |
| Product Demo | |
| Product Description |
Step Two: Regroup and Redefine – Typically 90 – 120 Days
Now it’s time to take a breath, look around and figure out your mid-term goals. This can be paying down credit cards, rebuilding a credit score, paying off student loans, renegotiating a mortgage, etc. At this time you and your Money Coach will also establish the goals, techniques and habits that will carry through the rest of your life to ensure your financial success. You will map out where you want to be and how long you want to take to get there. These are the walls and roof of your financial house. |
| Marquee Clients | |
| Features |
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| Client Feedback | |
| When I think about this product I love | |
| When I think about this product I wish they would improve |
| Step 3: Plan and Prosper |
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| Product Manager | BRAD BARRON |
| Product Demo | |
| Product Description |
Step 3: Plan and Prosper
This is often the most rewarding time in your relationship with your Money Coach. During this time, you are preparing for the future and putting into motion a strategy to achieve your long-term financial goals. Whatever your financial dreams are for the future, we’ll help you build them. |
| Marquee Clients | |
| Features |
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| Client Feedback | |
| When I think about this product I love | |
| When I think about this product I wish they would improve |
