BUDGE
12-month financial planning, coaching, and advocacy program where we hold your hand through all of it
4 strategy calls: 1 onboarding call, 1 Discovery call, 1 Financial Roadmap Part 1 call, 1 Financial Roadmap Part 2 call
Deep analysis of all your financial documents, from your employer benefits, 401k/pension/IRA, tax returns, credit cards, student loan statements, other investments, insurance (life, disability, auto, home), estate planning, and credit report
We write a comprehensive financial plan with our recommendations and implementation strategy. These recommendation all get added to a customized task list that we manage together
Monthly 1-1 calls with your financial planner to make sure everything is implemented and help getting through your task list
Financial Advocate calls where we speak on your behalf and coordinate with other financial professionals
Unlimited email support with your financial planner with 24-48 hour business response
We manage your tasks together every month and in between calls, you're able to message/email your financial planner and schedule financial advocate calls as needed
12 month commitment
Lifetime access to a personalized financial portal to link accounts and manage your cash flow
