It’s All Relative…
Several times a year I spot check my spending to see if I am still following my plan, and invariably I see that I am
Your financial stress solution
Our proprietary 5 Step Process™ is a confidential and proven tool to help you review your current financial situation, to help you consider your goals and to help you develop a Plan of Action for achieving your financial well being.
Your initial contact is a FREE telephone consultation to help you determine if CashPlan is right for you. Ask questions about our process to understand how working with our professional advisors will give you the tools you need to improve your financial future.
Once you have decided that CashPlan can help improve your financial life, register and book your first appointment. In preparation for our meeting, you will be asked to complete two PERSONAL and CONFIDENTIAL questionnaires, and the Kolbe A Index.
This confidential one-on-one meeting is our first opportunity to meet on site or Skype. We will review the information you provided in Step Two, examine the actions that are best suited to your specific needs and confirm your financial goals and priorities.
In your second meeting in person, Phyllis Krane will provide you with a confidential strategy and implementation plan for reducing financial stress. You will be encouraged to participate in this review. Alternative options may be developed to give you more choices within your natural ability to implement.
Phyllis meets with you to give you your confidential Plan of Action. She reviews the Plan with you to ensure you understand the recommendation and the strategy.
In order to help monitor and update personal progress on your Plan of Action, you may book periodic personal coaching assistance from CashPlan. Follow up coaching is available to all clients, while not included in the consultation service fee, these fees are reasonable.
5 Step Process™ registration price $ 1,495.00 plus tax.
Several times a year I spot check my spending to see if I am still following my plan, and invariably I see that I am
Let’s start with the assumption that both the client and the advisor are well intentioned. I believe that even with the best of intentions clients
An emergency can trigger unusual spending. If you have no emergency fund, you will have to borrow money to solve the problem. If the debt