Only discussing money planning option/ One-Time or Drop-Ins
Let's learn more to determine a match.
Generalized suggestion on what to tackle first
Detailed conversation to plan debt payments
Check-in. Any Success? Any Changes? Adjusting the Plan.
Discussing money behaviors and financial planning longer term/ Monthly Accountability
Let's learn more to determine a match and scheduling
What does money mean? Observed and Experience History
Identify the problem, barriers of debt. Prioritize Payment Plan
How can behavior change? Practices to implement.
Weekly/Monthly follow-up meetings to talk Progress.
How do you feel achieving goals and working on self?
30min Check-ins sessions
60min Check-in sessions (30min Tx & 30min money)
Send an email!