We all want to live a life of meaning and not let money restrict us from pursuing what excites us. The societal pressure to consume is expensive and eats away at our freedom.
As someone who knows a thing or two about saving money, I’d like to help you do the same. I’ll work with you to understand your life goals, create a financial plan, and be there for you as a coach and support system.
Freddy’s Five Steps to Financial Freedom
Free Consultation – What’s your why?
It’s more than just getting out of debt. What do you want to do once you are out of debt?
In the consultation call, we’ll talk about your goals and situation from a high level. If we’re a good match, we’ll talk through next steps. If I don’t feel like I can help you, I won’t waste your time.
1. Where are you at?
Once we move forward, creating a map of where you are is a helpful first step to understanding where you need to go.
We’ll discuss in detail your financial situation; reviewing debt, credit cards, monthly expenses, and income.
Just as keeping an inventory of your food supply helps you reduce food waste, keeping an inventory of your finances helps you reduce debt.
2. I CREATE YOUR PLAN
Over the next few weeks, I’ll use this information to create a customized plan.
3. We review the plan together
Once your plan is ready, we’ll review short, medium, and long term plans. I’ll help you envision where you could be and lay out what it will take to get there.
We’ll talk through debt & loan repayment, reducing expenses, tracking your progress, and the biggest areas of opportunity.
4. Monthly Check-Ins
I’ll be with you to answer questions and monitor your progress to make sure you’re staying on track. Initially, we’ll meet monthly. Depending on your progress, we’ll revisit and tweak your plans if needed.
During this time, you’ll be responsible to track your finances diligently and honestly.
As time goes on, we won’t need to meet as often, however I’ll be available to answer questions as they arise.
5. READY TO FLY
Once you are out of debt and feeling secure, you won’t need me anymore – it’s time to fly!
Free Consultation
I’d love to see if I can help. Reach out for a free consultation.