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8 Week Financial Revamp

To often we hear people say things like “financial planning seems like it takes a lot of time”, “I’ll worry about retirement when it gets closer”, “I’ll create a budget next month”, or most often “financial planners are too expensive”. Because of these stigmas, we designed our 8 Week Financial Revamp Program. Our goal over the 8 weeks is to help you organize your finances and get on track in 2019!

What you’ll get:

  • Written action plan- We will analyze how you are doing in key financial categories such as Cash Flow, Budgeting, Debt, Insurance, Investing, and Retirement. Then provide recommendations on how to adjust in each category to get on track for your goals.
  • Retirement Projection- Report showing your current pace for retirement along with recommendations to further enhance your likelihood of success. We take into account varying inflation rates, market conditions, and taxes.
  • Client Portal- During the 8 weeks you’ll have access to our online client portal. It will allow you to link your various accounts and debt, so that you can track cash flow and spending trends in real time! The system will categorize transactions so you can see where your paycheck goes. There are also calculators and other useful tools.
  • Implementation- We will help you adjust and implement critical items identified in your action plan.


You may be thinking, what’s the catch? There isn’t one! We are passionate about the financial success of the families in our communities and don’t want the cost, or time to stand in your way of getting help. We refuse to stand on the sidelines while hardworking people struggle to get by due to the lack of resources.

If you decide to continue working with us at the end of the 8 weeks, great. If not, that’s okay too. Our goal is to give you the tools you need to continue on the path to success, with or without us.

Still unsure? Contact us below to schedule a no-cost meeting to discuss if this program is a fit for you!

Have a question about the program? Feel free to contact us below or call the office. We look forward to helping you #BuildYourCastle.

Thank you! Oops!