Customized Financial Planning

$1,000.00

Beginning with a foundation laid during the Breakthrough Session, Expand ensures a customized approach, guiding you through every specific facet of your financial journey over the course of 1-6 months.

Deliverables as needed such as goals worksheet, budget, net worth statement, debt repayment plan, etc
Accountability and support via email throughout the engagement
Curated referrals to values aligned financial professionals
1 Hour virtual one-on-one session

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Beginning with a foundation laid during the Breakthrough Session, Expand ensures a customized approach, guiding you through every specific facet of your financial journey over the course of 1-6 months.

Deliverables as needed such as goals worksheet, budget, net worth statement, debt repayment plan, etc
Accountability and support via email throughout the engagement
Curated referrals to values aligned financial professionals
1 Hour virtual one-on-one session

Beginning with a foundation laid during the Breakthrough Session, Expand ensures a customized approach, guiding you through every specific facet of your financial journey over the course of 1-6 months.

Deliverables as needed such as goals worksheet, budget, net worth statement, debt repayment plan, etc
Accountability and support via email throughout the engagement
Curated referrals to values aligned financial professionals
1 Hour virtual one-on-one session