NUDGE | 3-Month Financial Planning Quick Start

You need someone to guide you through where to start and get trusted advice on what to do next

You’re ready to do some candid self reflection on where you are with your finances, where you want to be, and what it will take to get there

You don’t know exactly what questions to ask, so you want someone to help you look at everything and ask you the questions

You know if you get pointed in the right direction, you can take care of the rest

You’re ready to start prioritizing your goals, taking an honest look at your expenses, and make real change

FIve Strategy Calls

We will have 5 strategy calls to get your entire plan put together, including a Tech Call, Core Values Call, Five Stages Call, Cash Flow Call, and Recommendations Call. These calls will happen about 2 weeks apart within 2 months.

Your Action Steps List

After putting your whole plan together, it can feel like everything is priority. We'll give you total clarity on how to make sure everything gets done after we've finished our time together through a comprehensive action steps list.

Your Personal Financial Portal

Finally, everything in one place. Your financial portal will have all of your accounts linked, all your expenses, balance sheet, debt paydown plan, bills calendar, and best of all, the ability for us to see everything you see. You'll have lifetime access to this portal.

One Financial Advocate Call

It might be calling a collections agency, student loan servicer, your accountant, or some other financial entity and you have no idea what you need to say or ask. We'll jump on the phone with you for when you're really stuck and have your back.

30 Days Unlimited Email Support

Don't ask google for financial advice, email us whenever you need help on something for the next 30 days. Whether it's an offer for a credit card, a weird email from work, or if you're wondering how to afford a big purchase, we'll help you figure it out.

1 | TECH CALL

The first video call will guide you through how to use the technology to organize your finances and categorize your expenses. You'll learn how to review your expenses closely and begin to understand how your personal cash flow works.

2 | CORE VALUES CALL

We'll help you hone in on a personal Core Values statement that we'll use as our guiding light for our strategy. We'll learn more about your goals and priorities and you'll begin to get clarity on your income and spending.

3 | FIVE STAGES CALL

We'll go through the b&b Five Stages to Financial Legacy and determine which stage you're in so you know what you've done so far, where you are now, and exactly where you're headed. This is where we'll start to shape your Recipe for Wealth.

4 | CASH FLOW CALL

Our cash flow call will give you a clear idea of where your money is going - what's coming in, what's going out and why. We'll come up with strategies for how to organize you bank accounts, automate your bills, and and create a system that works for your goals and lifestyle.

5 | RECOMMENDATIONS CALL

We will discuss concrete steps for making continued progress through the Five Stages to Financial Legacy. We'll tie up any loose ends and you'll leave the call with a clear understanding of what you need to work on in order to reach your financial goals.

MONTHLY CASH FLOW

SAVINGS & BANK ACCOUNT ORGANIZATION

CREDIT REPORT & SCORE ANALYSIS

DEBT PAYDOWN PLAN

INVESTMENTS & RETIREMENT PLANNING (401K/IRA/ETC)

TAX PLANNING

INSURANCE + EMPLOYER BENEFITS

ESTATE & LEGACY PLANNING

UNLIMITED EMAIL SUPPORT

NUDGE includes unlimited email support for the entire 3 months of your plan

Often, the hardest part about having a plan is making sure it all gets done. It's exciting and overwhelming all at once. While you know you're great at following through on tasks, sometimes you get stuck and despite your best intentions, it ends up never getting done.

We want to help you get unstuck while you have the momentum, so we want you to email us any and all of your questions for the next 3 months. Don't be shy, we're here to help.

LET US BE YOUR FINANCIAL ADVOCATES

NUDGE includes one financial advocate call within 3 months for when you're reeeallly stuck

Sometimes, the hardest part about getting your financial stuff done is knowing what to say to that financial institution on the phone or how to answer that weird question on an application. Now you have us on your side.

A huge part of the work we do and how we can serve you is to be your financial advocate. We'll get on the phone or do a video call as needed for things like:

Talking to your student loan carrier or collections agency and asking all the right questions
Finally opening that IRA
FINALLY rolling over your old 401k(s)
Making sure your 401k contributions and beneficiaries are set up properly
Talking to your HR about your employer benefits
Applying for a new credit card
Navigating medical bills, FSA websites, etc.
Helping you through the mortgage/home buying process
Talking to your accountant about your tax planning needs (business structures, tax returns, SEP IRA contributions, weird IRS letters)

NUDGE is NOT for you if:

❌ You’re looking for financial planning advice by the hour
❌You’re looking for the next money “hack,” shortcut, hot investment tip, or tax loophole
❌ You want us to do all the work for you
❌ You’re not ready to unpack your financial baggage or talk about your relationship with money
❌ You don’t trust technology and don’t want to put all your information (or feelings!) in a website (even if it’s bank level encrypted)
❌ You never check your email (seriously, a lot of the work happens through email!)
❌ You want to meet in person regularly (everything is done virtually)

Nudge is not for everyone. Please be honest with yourself and DO NOT sign up for this program if any of the above applies to you. We know this is a big commitment and want to make sure this program is absolutely right for you!

What's NUDGE?

Our 3-month quick start is where we get in, get it done, and get you going.

You walk away with a complete financial plan and total clarity on how to move forward on your finances.

💃🏽 Make real financial change and still live your life. 💃🏽

Nudge is perfect for you if: