In our power packed 90-minute financial audit session, you will receive:
 
1. Clarity and Awareness: of your current financial situation,
 
2. A Risk Assessment: where we will assess potential financial risks and suggests ways to mitigate them.
 
3. Assess your Pain points: We discuss what your biggest financial challenge is.
 
4. Budget Optimization: We will review 2 months of your banking statements to analyze your spending patterns and help you create a realistic budget that aligns with your goals.
 
5. Goal Setting: Here we help you set realistic and achievable financial goals. Whether it's saving for a big purchase, building an emergency fund, or planning for retirement.
 
6. Strategic Planning: With insights gained from the audit, we will create a customized financial plan which will be emailed to you within 2 weeks of receiving your audit. This plan outlines steps to reach your goals, manage your money effectively, and optimize your financial resources.
 
As a bonus, we will also include your personalized budget template to get you started.
 
7. Accountability and Support: Throughout the 2 week time period, we will be available during our business hours to support you with any questions you may have. We will also follow up with you one month after your financial audit to check in on your budget progress, financial habits and goals.
 
Please note: This audit will be held via zoom. We can make arrangements to meet in person, if you reside in the Denver Metro area.