Our most popular service, Comprehensive Financial Counseling, usually lasts about two hours and covers every area of a healthy financial action plan. We will work with you one-on-one to tailor a personalized financial action plan designed to fit your own personal lifestyle, goals, and challenges. We help families, singles, and seniors develop a workable “real-life” plan that will keep them motivated towards reaching their specific goal.
This service helps you develop the financial habits of the wealthy and covers specific areas such as developing a spending plan (budget), debt reduction and emergency funds. We also discuss the different types of college and retirement planning, investments, and insurance.
After our meeting, My Financial Foundation will develop a 100% personalized plan for you - based on our proven debt elimination/weath creation template - which you can implement step-by-step. Financial Action Plan documents usually take 2-3 business days to complete and will be delivered to you electronically, along with your updated Financial Worksheets.
Then, all you have to do is follow the steps given! Our Financial Action plans are extremely straightforward and if you follow the advice in them, we guarantee your finances will dramatically improve. In fact, we are so confident that your finances will improve because of our services, that we stake our financial future on it. If you are unsatisfied for any reason, we offer a 100% money-back guarantee. However, we have never had anyone ask for their money back, and we most definitely plan on keeping our winning streak alive!
Major Benefits:
- Learn how to do “wealthy people” things with your money
- Includes a step-by-step, written financial action plan specific to your goals
- Lower financial stress
- Helps you plan your financial future
- Includes one month of unlimited phone/e-mail follow up
Fee for Service: $349.00
Call (864) 676-9696, or e-mail rob@myfinancialfoundation.com to set up an appointment. Space is limited due to the amount of time we spend with each client, so book now to reserve your spot.
Read the article Rob wrote about "The Successful Habits of the Rich"
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My Financial Foundation
103 Lovett Drive - Suite B - Woodruff Road Corporate Center - Greenville, SC 29607
864.676.9696 office | 864.676.1556 fax | support@myfinancialfoundation.com
