Personal Financial Consultation

Finer Finance 101 provides for a customizable and personalized personal financial consultation.  Although it is important to cover all basic financial topics, we tailor your session with us to focus more on your particular situation.

 

 

Our sessions cover:

Short and Long Term financial Goals
Budgeting
Taxable Income/ Deductions
Assets/ Liabilities
Debt Reduction
Building Credit
Loan Management
Using Credit Cards to your Advantage
Education Savings/Planning/Investment
Retirement Planning/Investment
Home purchasing/ Real Estate Investment


Personal Financial Coaching

People hire life coaches, career coaches, fitness coaches to improve an area in their life which needs more personalized attention.  Finer Finance 101 provides monthly personal financial coaching for those that need additional support and are having a hard time sticking to a budget, paying off debt, or working towards an investment.