We do comprehensive finanacial inspections to identify issues before they become an issue.
We offer 3 main tiers of assessments.
In depth conversation of expenses, spending, debt(short and long term) and goals. This information is captured and a plan is developed.
Tier 1 plus a monthly review of progress and continued tracking to ensure goals are met
Tier 2 plus detailed weekly meetings( phone call, zoom or other) to discuss any obstacles. Weekly reports are created and communicated.