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The “Newlywed” Plan:
Your coach will develop a spending plan that you both agree on, a debt elimination plan (if needed), and will teach you how to live within your means. You will also have a plan to save for your retirement, purchase a house, plan on living on one income if one of you plans on being a full time parent, and beginning estate planning. There will be many changes that happen right after marriage, and your coach will teach you how to be prepared for them.
The "What to do After I am Debt Free” Plan:
For those out of debt (except your home), wanting to fund retirement and kid's college education. Your planning includes investing and college funding strategies, wills, basic estate planning, etc. as well as how to stay debt-free (auto replacement, etc).
The "Wealth Builder" Plan:
You're debt free and have already begun to build your net worth, but need help with planning your future. Your coach will help build/review your comprehensive plan including insurance, will and estate planning, investing, college funding, and other "life issues" (career, education, starting a business, home move-up/down, etc.).
The "Coaching by the Hour" Plan:
If you simply want an unbiased review of your current "state of affairs" (investments, insurance, will and estate planning, etc.), this option is available to you.
The “One Year Checkup” Plan:
If you have gone through the 6 month coaching process and want a 1 hour financial checkup on your 1 year anniversary, this option is for you.
The "Debt Negotiation" Plan:
If you want someone who will contact creditors on your behalf and negotiate interest rates, payment plans, and/or settlement amounts. However, there are never any promises in negotiations. Each creditor is different and is not required to negotiate. However, we have had great success in negotiating with creditors, often settling debt for less than 50% of the current balance owed. This service is an "add-on", with an additional fee for each account negotiated. Please contact us for more information.
Contact Us today to schedule your free 30 minute consultation.
Satisfaction Guarantee
Compass Financial Coaching includes a unique 100% Satisfaction Promise: If after your initial coaching session, you feel that we did not meet your needs, we will refund 100% of your money.
Compass Financial Coaching is unlike most "Personal Financial Advisors/Planners" in that we don't sell investments, insurance or other financial products. This leaves us free to be entirely objective with our advice, with only your best interest in mind.
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