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2 Hour Financial Health Assessment
What you’ll get from your Financial Health Assessment:
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.
Mark Pickle, CPA*
Allison Roorda, AFC®
Nick Santner, BSChE
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*This firm is not a CPA firm.