COMPREHENSIVE ASSESSMENT & REPORT

Service Description

Designed to CREATE more concrete data about their situation to manage their personal finances. The Comprehensive Assessment includes several one-hour sessions with a financial coach. Together we begin by gathering and organizing your financial information to diagnose your current financial health. From there, your coach will create a professional report that is often more than 70 pages with 30+ financial measures and explanation. Next the coach will step through the report to orient you to the information so you can use that data to manage your finances without the benefit of a professional financial coach/partner. This package is the best way to map out your journey to wealth with or without an ongoing professional financial partner. Ideally people start here and then subscribe to the Prosperity Plan for ongoing support and direction.