One-on-One Financial Coaching

One-on-One Financial Coaching

During these coaching sessions with Mr. Fundy, you (and your spouse) will receive instruction in the five key players of life and financial planning success. You’ll learn tips and strategies to manage cash flow and debt, create a plan to pay for a child’s college education, understand the importance of protecting assets (tangible and intangible), and develop your own winning financial life playbook. More importantly, you’ll identify core values that can confirm, shape, or modify your life’s purpose and mission. (Incompatible core values are a red flag when financial distress is present.)