The heart of Family Finance Freedom:
My clients generally fall in one of two categories: they make enough money to cover all their bills and want to be more intentional with their money, or they know there’s a better way out there but can’t seem to make ends meet.
My job is to work with you to figure out what challenges you’re facing and then come up with a solution. Together, we’ll develop a plan for your money to help give you clarity and peace of mind.
Many clients walk away from their Strategy Session beginning to feel confident about their financial future.
The Family Finance Strategy Session
The Strategy Session is just that - a session for you (and if you’re married, your spouse) to meet directly with Nick. During the session, we’ll get you pointed in the direction you want to go and start taking steps toward those dreams!
During our session, you’ll:
- Organize your expenses in a surprise-free way
- Design a savings system that gives you confidence for the future
- Discuss debt payoff strategies
- Gain peace of mind with your finances
- Identify sources of financial and mental pain in the past and how to mitigate them
- Learn how to leverage your strengths
- Begin taking steps toward the future you’ve only seen in your dreams
$297 and 2 hours
After the initial pre-work (which I’ll guide you through each step of the way), I’ll do all the work!
When speaking with most of my new clients, they recognize there’s a better way to manage their finances...they just don’t have the time and energy to find and implement it. That’s where I come in!
Family Finance Freedom is about giving you clarity and peace of mind with your money so you can spend time and money on the things that actually matter to you! I’ll design a strategy that sets you up for success and then outline the habits you’ll use to get there.