First 30 minute consultation free!
Basic Neat Spending Plan
Includes the results of your IFC Money Personality quiz and your personalized Neat Spending plan for one month.
We identify a detailed plan and analysis for your goals and objectives involving your personal financial situation. This will be provided before any financial advice is given.
Worried about the risk of investing? Maybe you just don't know where to start. We are here to help you choose a basic investment strategy based on your risk tolerance, creating a step-by-step action plan with you. We emphasize the importance of net worth, no matter your income.
Impact Private Consultation
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After taking IFC's Money Personality quiz, we will help you see where your hard earned money is going. We achieve this by creating a Neat Spending plan, revamping the habits you've developed over time so that your money can now be used on things you truly value.
What will you do when you no longer have to work? Not having to work does not mean you retire at age 65 with social security as your only nest egg. You are never too young to start planning for retirement. Your retirement age is up to you. Here we stress the importance of F.I.R.E (financial independence retired early) and show you exactly how to make this possible.
Monthly Basic Package
Includes two Impact Private Consultations; client questionnaire; action steps to make changes; comprehensive financial plan; track expenses for one month to see if expenses align with values; two 15 minute recap calls to see progress during month.
Battling student loans or credit card debt or that dreaded car note? We will help you manage your repayment plan to eventually eliminate any and all debt which is keeping you slave to the lenders.
Have trouble saving money? Want to eventually make a large purchase such as a home? Looking to move to a new city? We will show you how you can afford to make those goals possible.