Basic Neat Spending Plan - $25:
Includes the results of your IFC Money Personality quiz and your personalized Neat Spending plan for one month.
Impact Private Consultation - $50:
Includes one 45 minute call or one on one meeting (local only) to discuss any one topic. 15 minute recap after 30 days to see progress.
Monthly Basic Package - $120:
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.
Premium Package - $210:
Includes up to four Impact Private Consultations; client questionnaire; action steps to make changes towards goals; comprehensive financial plan; weekly progress report.
Membership Package - $29.99/month or $350/year:
Includes everything provided in the premium package but on a month to month basis. Minimum deposit of $50.
Other individual service plans -$30:
Can be used for saving goals, investment strategies, college planning, retirement planning, etc.
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.
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.
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.
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.
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.
Remember the burden of student loan debt due to the rising costs of receiving a college degree? You owe it your children's futures to provide them the opportunity to receive a debt-free higher education. We help you set up the right plan in order to prepare for their education.
We have a variety of expertise regarding money topics. Let us know any goal that may not be listed so that we can help you achieve them!