$97 Money Assessment
Do you feel stuck, as if on a treadmill—
with no traction towards your financial goals? Does getting off feel more like a dream than a reality?
Maybe you come home at night, exhausted from work, wondering when your efforts will finally “pay off,” and you’ll stop feeling as if you’re living paycheck to paycheck.
Or you wake up, get coffee, and head to work, wondering…”Will I need to go through this routine forever? How could I possibly ever retire?”
It’s time for you to take your Money Assessment, to understand why you feel so stuck.
You’ll learn the key reasons you’re still on that treadmill, and 3 tailored-for-you ways to get off.
How it works.
Complete a Financial Snapshot and a 60-20-20 Bucket Plan. Then hop on the phone or Zoom for an hour with me, one-on-one, to review your situation and make a plan to get off that treadmill.
What you’ll learn.
Why you’re stuck and why it feels like you just can’t get ahead. We need awareness to take action!
3 tailored-for-you ways to get off that treadmill and get real traction.
A follow-up summary report so you can follow through with your actions!