Wealth Foundations Kickstart

Service Description

Are you ready to embark on a journey towards financial empowerment? Our Start-up Plan, the "Wealth Foundations Kickstart," is the perfect starting point designed for individuals who are eager to transform their financial outlook and take control of their monetary future. Who is this package for? 🌱New Explorers: If you're new to the world of financial coaching and want a taste of what it's all about, this package is tailor-made for you. Dip your toes into the waters of financial coaching without a hefty upfront investment. 🌱Decision Pioneers: Unsure about committing to a long-term coaching relationship? The Wealth Foundations Kickstart offers you the chance to experience the benefits of financial coaching without the pressure of a long-term commitment. 🌱Proactive Planners: If you're someone who believes in testing the waters before diving in, this package provides an opportunity to gauge the compatibility between your financial goals and our coaching approach. Package Highlights: 🌱 Discovery Call: Start with a 15-minute introductory call where we'll learn more about you and your financial aspirations. This helps us tailor the coaching session to your specific needs. 🌱 Seamless Payment: Enjoy convenience through Interac payment, streamlining the process so you can focus on what truly matters - your financial journey. 🌱 Pre-session Preparation: Receive our Financial Review template and the Financial Coaching Tool questionnaire. These tools enable you to provide essential information beforehand, ensuring our coaching session is highly productive. 🌱 Focused Coaching Session: Engage in a 30-minute comprehensive coaching session via Zoom. Together, we'll dive deep into your financial landscape, addressing your top priorities and concerns. 🌱 Post-session Support: A follow-up email will confirm the topics we discussed, providing clarity and continuity for your financial plans. 🌱 Actionable Insights: Receive the Financial Review template post-session, a tangible document that reflects our insights and your financial overview. 🌱 Session Recording: Benefit from a recorded Zoom call, allowing you to revisit our discussion whenever you need a refresher.

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