Impact Session

Impact is a three-hour, private, totally customized session with one follow up session after two weeks. At the end of your session you will have a report clearly outlining your next steps to get your personal finances in order to eliminate debt, build savings, and reach financial independence.

When you sign up, I'll ask for documents which allow me to get started working on your Wealth Strategy. I will have this ready for you the day we meet. Your Wealth Strategy includes your budget and a summary of where you are right now financially and how to create wealth moving forward.

If you don't have money left over after bills, or any assets set up yet, not to worry! We will focus on that during your session.

Impact is designed to be a road map to wealth from where you are right now. We will identify the dollars you have today to put to their highest and best use.

  • Streamline spending
  • Begin using a financial wellness tool or spend tracker
  • Order your debts
  • Build an emergency fund
  • Set up your assets
  • Save for retirement
  • Get started investing
  • Automate

At the conclusion of Impact, you will know to the day when you will be debt free, when your Lighthouse Fund will be totally funded, and how to reach financial independence.