Road to Financial Freedom Program
You are ready for change. Ready to see your bank account increase, debt disappear, and investments growing to reach your financial long term goals. You believe financial freedom is possible! Learn how to mindfully save and spend while improving your financial health.
Most people admit that they just wish they had a plan to follow. With the Road to Financial Freedom, your goals and priorities and taken into account to develop a custom plan and action steps to start moving towards financial freedom today.
This program has 3 stages:
- Clarity Session
- Abundance Planning and Mindset Reset
- Wealth Planning and Long Term Goal Setting
Road to Financial Freedom: Clarity Session.Â
This session will jump-start your money journey and define your big life goals while putting a plan in place with action steps that you can implement today to start seeing improvements in your money management skills. This is a 2-hour virtual meeting plus pre-planning work before the session.
Road to Financial Freedom: Abundance Planning and Mindset Reset.Â
After completion of the Clarity Session, this is the next stage of the Road to Financial Freedom program. This 4 month program begins with implementing the Abundance Plan and tweaking it to make it custom to your lifestyle. We then look at values and principles, with learning what past events and money personalities have developed your current money behaviours and habits. Once an understanding of why we make the current decisions we do, then we look at improving those habits and behaviours.
- Month 1 – Weekly one hour virtual meeting
- Month 2,3,4 – Bi-weekly one hour virtual meeting
- Prep-work and homework assignments
- Email Correspondence
Road to Financial Freedom: Wealth Planning and Goal Setting
After completion of stage one and 2, this 3 month program works with you to look at putting together an investment strategy and determine what those investments are for. What goals are you working towards? What do you want your life to look like in the future? How can we get there? How long will it take? While we will still make sure all is on track for today, this stage is working on your Financial Freedom Date and ensuring actions today are aligned with the future.
- Month 1, 2 and 3 – Bi-Weekly 1 hour sessions
- Prep-work and homework assignments
- Email Correspondence
Schedule a complimentary consultation call here.
Â
Or email for more information