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2 Hour Financial Health Assessment

What you’ll get from your Financial Health Assessment:

  • A baseline Financial Health Index® (FHI) score
  • A high level 30-day cash flow plan PLUS
  • A prescription related to your finances

TIRED OF WAITING?
CLICK HERE TO BEGIN YOUR
FINANCIAL HEALTH JOURNEY

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Do you have questions?
Click here to schedule a free 15-minute call.

Free 15-minute call

What is the Financial Health Assessment?

This is a two-hour meeting with an experienced coach designed as the beginning of your journey to discover your optimum financial health. During this time, we will assess and evaluate your financial health condition based on your symptoms and provide you a baseline Financial Health Index® (FHI) score from the data you provide. In addition, we will address your financial priorities or other goals you wish to discuss and prescribe a “next-steps” strategy along with a high-level, short term cash flow plan. If you determine that you would like additional coaching sessions, or more comprehensive planning, we’ll provide you cost-effective follow-up options to consider.

OUR COACHES

Mark Pickle, CPA*

Allison Roorda, AFC®

TIRED OF WAITING?
CLICK HERE TO BEGIN YOUR FINANCIAL HEALTH JOURNEY

Schedule Now

*This firm is not a CPA firm.