Premium Package : Comprehensive Financial Planning
Everything in the Basic Package
Five 1:1 Personalized Coaching Sessions: In-depth five 1-hour one-on-one coaching sessions to develop and define budgeting strategies, increase savings, and implement debt elimination strategies
Diagnosis, Goal Prioritization & Financial Action Planner: Analyze spending habits and debt levels, prioritize financial goals, and develop an action plan that incorporates individual and family goals and addresses cross-cultural challenges.
Debt Prioritization Strategy: Develop a plan to pay off debt while managing other financial responsibilities
Advanced Savings Strategies: Guidance on automating and maximizing savings for specific goals, including retirement and major life events.
Budget Optimization: Tailored advice on how to adjust budgets to increase savings and accelerate debt repayment.
Progress Tracking & Re-Planning: Regular tracking of your financial progress with adjustments and re-planning as needed to stay on course.
Everything in the Basic Package
Five 1:1 Personalized Coaching Sessions: In-depth five 1-hour one-on-one coaching sessions to develop and define budgeting strategies, increase savings, and implement debt elimination strategies
Diagnosis, Goal Prioritization & Financial Action Planner: Analyze spending habits and debt levels, prioritize financial goals, and develop an action plan that incorporates individual and family goals and addresses cross-cultural challenges.
Debt Prioritization Strategy: Develop a plan to pay off debt while managing other financial responsibilities
Advanced Savings Strategies: Guidance on automating and maximizing savings for specific goals, including retirement and major life events.
Budget Optimization: Tailored advice on how to adjust budgets to increase savings and accelerate debt repayment.
Progress Tracking & Re-Planning: Regular tracking of your financial progress with adjustments and re-planning as needed to stay on course.
Everything in the Basic Package
Five 1:1 Personalized Coaching Sessions: In-depth five 1-hour one-on-one coaching sessions to develop and define budgeting strategies, increase savings, and implement debt elimination strategies
Diagnosis, Goal Prioritization & Financial Action Planner: Analyze spending habits and debt levels, prioritize financial goals, and develop an action plan that incorporates individual and family goals and addresses cross-cultural challenges.
Debt Prioritization Strategy: Develop a plan to pay off debt while managing other financial responsibilities
Advanced Savings Strategies: Guidance on automating and maximizing savings for specific goals, including retirement and major life events.
Budget Optimization: Tailored advice on how to adjust budgets to increase savings and accelerate debt repayment.
Progress Tracking & Re-Planning: Regular tracking of your financial progress with adjustments and re-planning as needed to stay on course.
