Personal Financial Management Session

Session details

This is a one on one session with a financial planner which entails looking deep into your daily expenses, working together to help you create a full personalized budget covering your monthly bills, savings, investing and non monthly expenses!

Is this for me

This session is great for people who need help making or updating a budget and finding a budgeting approach that works for the

What to Expect

• A link to list your debts and expenses prior to your call
• A 45-minute call with an GW financial planner
• Help balancing bills, debt, day-to-day spending, and more
• Understanding your budgeting challenges and provide creative solutions to them
• A one-page personalized budget plan, including how much to pay toward debt, if needed

How it Works

1. After you check out, book your session right from the confirmation page. You choose the best day and time for your schedule.
2. Fill out a pre-session questionnaire at least 48 hours prior to your scheduled call. Your coach will use it to prep for your call so the two of you can hit the ground running.
3. When it’s time, your coach will call you on the phone.
4. After your call, your coach will follow up with your budget and debt paydown plans, plus resources to help you use them.