Like your best year ever! Or more specifically:
Months 1 to 3: Receive a video lesson texted to your phone each weekday that covers a different need-to-know money topic. (Each video is no more than three minutes long. You can watch daily on your phone or request Education Hub access if you’d rather watch from your computer.)
Month 1: You’ll fill out our client survey so that we have a full understanding of your situation and your goals. We’ll give you access to our secure Client Portal, which will let you see all of your financial accounts in one place and provide your Wealth Coach with the information they need to create your Financial Game Plan. This should all take you an hour or two to complete.
Month 2: You’ll receive your Financial Game Plan (it’s a 20-page document so you’ll probably want to spend close to an hour reviewing all of the details). It will answer countless questions like: How much should I be saving for my retirement and goals each month? If I quit my job tomorrow, how long could I continue to live my current lifestyle? Am I paying too much in rent?
It will answer countless questions like: How much should I be saving for my retirement and goals each month? If I quit my job tomorrow, how long could I continue to live my current lifestyle? Am I paying too much in rent?
Month 3: Start putting your Financial Game Plan to work! Execution, execution, execution.
Month 4: Daily video lessons are over but not to worry. You will continue to learn a ton in our monthly video training sessions, which we’ll send to you via text message for easy viewing. Topics range from a look at the current state of financial markets to a Q&A where we answer all of your specific questions.
Month 5: We’ll send you a Before and After Snapshot to compare where you were when you signed up for the program to where you are in month 5. On average our clients increase their net worth by $3,000+ at this point. (If you don’t know your net worth, that’s okay! We figure it our for you.)
Month 6: You’ll receive some sweet swag in the mail as a high-five for crushing your financial goals and making it halfway! You’ll also start receiving monthly progress reports so you can keep the momentum going, easily identify areas where you can improve, and celebrate your success.
Months 7 to 12: You’re now equipped with the education you need to make smart money decisions and you are starting to see major results on your Monthly Progress Reports. At this point, you’ll be so financially savvy that you’ll even find yourself recommending topics for our monthly training sessions.
Month 13: Time to do it all again! A lot can change in a year (like those #lifegoals). Maybe you got engaged, were accepted to grad school, started a business, or landed a fancy new job with a substantial raise. As your life plan changes, so does your financial plan–and we want to make sure you’re prepared. You’ll take our annually check in survey, and we’ll create a brand new Financial Game Plan for you. We’ll also have another one-on-one coaching session to go over everything together and answer any questions you may have.