|
|
|
|
Strongbucks™ is a simple and effective program to help you get organized for your financial future.
Who is using Strongbucks™?
- People of all income levels and spending habits
- People who don't want financial issues to get in the way of a productive and enjoyable life
What will Strongbucks™ provide me?
- A supportive coach
- An action plan
- Peace of mind
How will I benefit from Strongbucks™?
- Achieve your goals instead of dreaming about them
- Have more time to enjoy life
- Take the stress of managing finances outside of your household.
Learn new skills that will help you sustain your family throughout life
How much does Strongbucks™ cost?
- FREE seminar and initial consultation
- For a $99 one-time, set-up fee, we'll give you
- A complete financial assessment
- A full credit report with scores
- A recommendation for the right plan for you
- Basic Plan: $49 per session, 10-session minimum
- 30-minute, in-person session per month or as frequently as you need them.
- Comprehensive Plan: $149 per session, 10-session minimum
- 1-hour, in-person session per month
- Maintenance Plan: $49 per month following the Comprehensive Plan
- Includes meetings with advisors, discounts on services such as real estate and free seminars
What is included in my Strongbucks™ plan?
- Basic Plan
- Monthly, or more often, meetings with Steve
- We'll remind you of important appointments & to-do's
- Between-session support e-mails with Steve
- Personalized organization system & materials
- Comprehensive Plan: Includes everything in the Basic Plan plus
- Recommendation & coordination of advisors
- Free planning sessions with professional advisors such as attorneys, CPAs, insurance and investment agents
- Free financial planning seminars and special events
- Maintenance Plan: Follows a Comprehensive Plan
- Semi-annual reviews of your plan with your coach, or more frequently, if needed
- Free annual credit report with scores
- Access to all Financial Fitness, LLC seminars at no cost; includes kids' and college planning seminars
- Savings of 1% off the customary real estate fees for listing or purchasing a home
- Free one-hour sessions with your trusted advisors per year
- 50% off your mortgage loan origination fee
- Regular communication with Financial Fitness, LLC on savings, wealth, investment, insurance, legal and tax tips
- Free annual mortgage reviews
- Unlimited e-mail communication with your coach
|
|
|
|
