Financial Coaching Session
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Membership
1-Hour Coaching Session (valued at $150) included with Membership
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Let's get you setup in your Elements® Financial Monitoring software, answer some of your questions and start getting you oriented to your money and on the road to Financial Independence!
Meet with Charles M. Feehely, CFP®
Just Some Of The Questions You May Have
- Do we need an emergency fund?
- How much house can we afford?
- How do we tackle debt?
- Where do I save first (TSP, 401(k), IRA etc.) so that I'm invested properly?
- What are some basic estate planning documents we need to have in place?
Having a trusted planner as your guide can help you make any necessary course corrections along your journey toward financial independence.
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