Focus Plans

$495.00

Focus Plans allow you to zero in on specific areas of your financial picture. These plans include two live sessions, a full written action plan, and 30 day check in with unlimited follow up. There are four different focus plans. Choose the one that fits you best:

  • Debt Payoff Plan: All balances, rates, payoff sequencing, and cash flow fit.

  • Credit Review & Coaching: Report walkthrough, utilization, and dispute education.

  • Insurance Gap Review: Life, disability, property & casualty, and umbrella needs vs. current coverage.

  • Goal Funding: One goal (home, college, sabbatical, second property): cost, timeline, monthly target, tradeoffs.

Focus Plans allow you to zero in on specific areas of your financial picture. These plans include two live sessions, a full written action plan, and 30 day check in with unlimited follow up. There are four different focus plans. Choose the one that fits you best:

  • Debt Payoff Plan: All balances, rates, payoff sequencing, and cash flow fit.

  • Credit Review & Coaching: Report walkthrough, utilization, and dispute education.

  • Insurance Gap Review: Life, disability, property & casualty, and umbrella needs vs. current coverage.

  • Goal Funding: One goal (home, college, sabbatical, second property): cost, timeline, monthly target, tradeoffs.