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3 Month - PFP | 6 Month - PFP | 12 Month - PFP |
---|---|---|---|
Price
|
$400.00 – $780.00 | $650.00 – $1,182.00 | $1,100.00 – $1,860.00 |
Add to cart
|
Select options This product has multiple variants. The options may be chosen on the product page | Select options This product has multiple variants. The options may be chosen on the product page | Select options This product has multiple variants. The options may be chosen on the product page |
Description
|
New Clients Receive 3 Bonus Sessions Sessions: 30 mins Spending Habit Evaluation & Recommendation Savings Plan Creation Bank Account Tracking & Reviews Credit Card/Loan Guidance & Support Sinking Fund Creation & Implementation Proactive Financial Planning Performance Reviews: Monthly, Quarterly. |
New Clients Receive 3 Bonus Session Sessions: 30 mins Spending Habit Evaluation & Recommendation Savings Plan Creation Bank Account Tracking & Reviews Credit Card/Loan Guidance & Support Sinking Fund Creation & Implementation Proactive Financial Planning Performance Reviews: Monthly, Quarterly, Semiannual. |
New Clients Receive 3 Bonus Session Sessions: 30 mins Spending Habit Evaluation & Recommendation Savings Plan Creation Bank Account Tracking & Reviews Credit Card/Loan Guidance & Support Sinking Fund Creation & Implementation Proactive Financial Planning Performance Reviews: Monthly, Quarterly, Semiannual, Annual. |
Price
|
$400.00 – $780.00 | $650.00 – $1,182.00 | $1,100.00 – $1,860.00 |
Add to cart
|
Select options This product has multiple variants. The options may be chosen on the product page | Select options This product has multiple variants. The options may be chosen on the product page | Select options This product has multiple variants. The options may be chosen on the product page |
VIP Tracking Services
Daily Text Reminders
$10/month
You choose a time to be reminded via text to update your Finance Tracker.
Daily Text Reminders
Choose a particular time in the day that you want to be reminded through iMessage or WhatsApp to update your Finance Tracker.
The time for the day can change for each day.
Eg. Monday at 11:45am
Tuesday at 7:00pm
Wednesday at 4:00pm
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Daily Call Reminders
$30/month
You will be Called and Reminded to update your Finance Tracker.
Daily Call Reminders
You will receive a call between the hours of 9am-10am or 7pm-8pm as a reminder to update your Finance Tracker.
This keeps you on Track with Achieving Your Financial Goals for the month and overall.
Safety
Net
$60/month
You will be given daily support while you update your Finance Tracker.
Safety Net
At a particular time each day, you will be Called with the Instruction to Update Your Finance Tracker.
The call will end once you’ve completely updated your Finance Tracker for the day.
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Photo/Text/
Voicenote
$200/month
Send us a photo/text/voicenote. We’ll update your Finance Tracker for you.
Photo/Text/Voicenote
Through WhatsApp or iMessage, you can either send:
1. A photo of your daily receipts,
2. A Text message of what you just spent money on and the price,
3. A Voicenote of what you spent money on and the price.
This information will be used to update your Finance Tracker for you.
Daily Reports
$60/month
Receive daily reports of your financial progress towards your goals.
Daily Report
You must have the Photo/Text/Voicenote service first.
A Daily Report of your Spending for the Day and Month will be sent to your iMessage or WhatsApp.
You will also receive notices of going ahead or over budget in regards to your Financial Goals.
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Finance Session A
$50/ 30mins
A Personal Finance Session where we discuss your Struggles and Strengths.
Finance Session A
This is an additional 30 minute session discussing and solving an existing or a new Personal Finance Problems or Goals.
Clarity in the Numbers and Components related to your Goals makes the Execution more Manageable and Less Stressful.
Finance Session B
$80/ 55mins
A Personal Finance Session where we discuss your Struggles and Strengths.
Finance Session B
This is an additional 55 minute session discussing and solving an existing or a new Personal Finance Problems or Goals.
Clarity in the Numbers and Components related to your Goals makes the Execution more Manageable and Less Stressful.
Daily Text Reminders
$10/month
You choose a time to be reminded via text to update your Finance Tracker.
Daily Text Reminders
Choose a particular time in the day that you want to be reminded through iMessage or WhatsApp to update your Finance Tracker.
The time for the day can change for each day.
Eg. Monday at 11:45am
Tuesday at 7:00pm
Wednesday at 4:00pm
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Daily Call Reminders
$30/month
You will be Called and Reminded to update your Finance Tracker.
Daily Call Reminders
You will receive a call between the hours of 9am-10am or 7pm-8pm as a reminder to update your Finance Tracker.
This keeps you on Track with Achieving Your Financial Goals for the month and overall.
Safety
Net
$60/month
You will be given daily support while you update your Finance Tracker.
Safety Net
At a particular time each day, you will be Called with the Instruction to Update Your Finance Tracker.
The call will end once you’ve completely updated your Finance Tracker for the day.
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Photo/Text/
Voicenote
$200/month
Send us a photo/text/voicenote. We’ll update your Finance Tracker for you.
Photo/Text/Voicenote
Through WhatsApp or iMessage, you can either send:
1. A photo of your daily receipts,
2. A Text message of what you just spent money on and the price,
3. A Voicenote of what you spent money on and the price.
This information will be used to update your Finance Tracker for you.
Daily Reports
$60/month
Receive daily reports of your financial progress towards your goals.
Daily Report
You must have the Photo/Text/Voicenote service first.
A Daily Report of your Spending for the Day and Month will be sent to your iMessage or WhatsApp.
You will also receive notices of going ahead or over budget in regards to your Financial Goals.
This keeps you on Track with Achieving Your Financial Goals for the Month and Overall.
Finance Session A
$50/ 30mins
A Personal Finance Session where we discuss your Struggles and Strengths.
Finance Session A
This is an additional 30 minute session discussing and solving an existing or a new Personal Finance Problems or Goals.
Clarity in the Numbers and Components related to your Goals makes the Execution more Manageable and Less Stressful.
Finance Session B
$80/ 55mins
A Personal Finance Session where we discuss your Struggles and Strengths.
Finance Session B
This is an additional 55 minute session discussing and solving an existing or a new Personal Finance Problems or Goals.
Clarity in the Numbers and Components related to your Goals makes the Execution more Manageable and Less Stressful.