BEGINNING
FINANCIAL TRAINING $190
• Introduction phone call on what to expect
• Income and expense analysis training
• Automating your financial training
• Identify savings to increase net income training
• Credit review, analysis and training
• Mortgage or rental analysis and training
• One on one meeting with instructor
• Introduction to your financial future
• 90 day financial improvement training
INTERMEDIATE
FINANCIAL TRAINING $990
• Needs, wants and goals training
• Budget to achieve goals training
• Credit payment plan training
• Emergency savings plan training
• Tax return review and analysis
• PPP and EIDL review and submission
• Estate planning analysis and training
• One on one meeting with instructor
• 180 Day financial improvement training
ADVANCED
FINANCIAL TRAINING $1,990
• Short term savings training
• Compounding interest training
• Time value of money training
• Taxes and inflation training
• Pay off your mortgage early training
• Advanced long term goal training
• How to protect what you own training
• One on one meeting with instructor
• 365 day financial improvement training