Step One: F.I.C. or Financial Intensive Care
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....
Step Two: Regroup and Redefine
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...
Step 3: Plan and Prosper
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.