What if I tell you that you can travel and pay down your student loans? Or save for the future while also living in an expensive city (if you pay rent in Boston you know what I’m talking about!). Doing it all sounds great, doesn’t it? It all starts with a solid foundation.

Our Let’s Get Started Program is designed to answer your burning questions on spending, budgeting and debt. A great candidate for this program is anyone who has questions, but is not exactly sure what to ask. We see a lot of new grads, young professionals, and newlyweds.

Let’s Get Started begins with a simple checklist to gather your information. After we review and analyze your situation, we will sit down for a 90 minute session together (by phone or video chat). Following the session, you will receive a detailed email follow up with recommendations to help you reach your cash flow and debt reduction goals.

We help people who ask questions such as:

  • I have a decent salary, but I feel like I’m living paycheck to paycheck. How do I create a budget?
  • I feel overwhelmed with my student loan debt. What payment options do I have and what might be best for me?
  • I want to be cash flow positive and build my savings, but my finances are a mess! Where do I start?

Flat Fee: $300