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Smiling Man

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ADDRESSING YOUR CONCERNS ONE STEP AT A TIME!

6 - 12 Sessions Package

  • Life Style Analysis

  • Assessment

  • Big Picture Plan

  • Annual Plan

  • Forecast

  • Strategy

  • Budgeting

  • Problem Solving

  • Coaching through multiple needs

  • Coaching through the Baby Steps 

3-4 Sessions Package

  • Assessment

  • Annual Plan

  • Forecast

  • Strategy

  • Budgeting

  • Problems Solving

  • Coaching through a

       specific need

1 Session

  • Addressing a specific need

  • Recommendations

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