Make it Happen

If the Financial Roadmap Package sounds good BUT….

  • Want more structure and support than just a call-in line
  • Would like to talk through the issues with a CFP®
  • Enjoy tackling challenges with other people
  • Seems overwhelming or will take too much time
  • Like accountability and help to make sure you get the tasks done until you are comfortable with them

Then you will love the Make it Happen Package!

MAKE IT HAPPEN

Group model:  $59 per month

Individual Model:  $125 per month

With the Make It Happen package, your own Fiscal Fitness team leads you through the process of taking and maintaining control of your money and financial tasks.  You are still learning to do the task, but you have professional support every step of the way.

You can choose to participate in a Fiscal Fitness Club or have one on one coaching. Our one on one coaching includes a once a month meeting plus email and phone support while working on the tasks.  Our clubs meet every other week and take on a task.  You aren’t asked to share specific personal information, but you are asked to share what roadblocks you encountered and how you solved them in accomplishing the task.  Working through the tasks with other people makes it more fun and provides accountability.

In addition, you will have a Certified Financial Planner (CFP®) who can answer your specific questions! You’ll be able to load your documents in a secure cloud folder where the coach can examine them and help you make informed decisions.

You’ll be creating your own financial plan with the help of a
Certified Financial Planner (CFP
®) at a fraction of the cost!

In addition, you will have a Certified Financial Planner (CFP®) who can answer your specific questions! You’ll be able to load your documents in a secure cloud folder where the coach can examine them and help you make informed decisions.

If you’d like to learn more, you can request a meeting with a coach to explore the program and your options…or you can sign up here!

You’ll receive ALL of the resources from the Smart Decisions and Roadmap packages.
Click here to see or download these!

Are these some of your worries?

  • Money makes me anxious day and night, and my spending patterns don’t help!
  • I have a hard time talking to my spouse/partner about money without creating conflict and insecurity.
  • I don’t know how to pay down debt, while still saving for my children’s college and starting to think about retirement.
  • I worry about my children, should anything happen to me and/or my spouse.
  • While I’m balancing work and home, with limited “me” time, it’s hard to find the time and energy to manage my family’s finances.
  • I need to make decisions about my employee benefits, but I don’t even know where to start.
  • I face financial decisions that I don’t really know the important criteria I should be researching.
  • I know I need guidance, but I want someone who I can trust to be looking out for my best interest and not trying to sell me a product

Are these some of your desires?

  • I’d like to manage my money instead of letting my money manage me!
  • I dream of being on the same page about money with my spouse/partner.
  • I want to have the confidence that my next vacation or big purchase (like home repairs) are planned for and will not drive me into debt. As a matter of fact, I’d love to be debt free!