PERSONALIZED FINANCIAL AUDIT
Are you currently feeling lost, stuck, and confused about your finances? Do you want to start your financial journey but simply don't know how or where to start? The best option would be to book a financial audit with us so we may guide you in the right direction.
A financial audit is a comprehensive evaluation of financial statements and reporting practices. It can help identify areas of improvement to enhance financial performance, provide credibility and transparency, and improve decision-making when it comes to your financial journey.
❶ Sessions will be held virtually over Google Meets
❷ A Calendly link will be sent to you via email so you may select your meeting day
Upon purchasing a financial audit session, here is what you can expect:
- Overview of Bank Statements: Our audits are meant to dive deep into your finances, that being said we will be going over your most current 90-day Bank Statement. These statements will have to be sent prior to the financial audit meeting.
- (1) 60 minutes One on One Financial Audit meeting with a financial analyst
- Outline spending habits
- Outline actual vs preferred % ratio of expenses categories
- We will create a new budget that will streamline your financial goals
- Credit Report Analysis
- Debts Overview & re-payment plan
- (1) 30 minute follow-up meeting
-Money management task customized to your financial goals
↪︎PLEASE BE ADVISED that once payment has been completed please forward the following documents:
1. 90 days most recent bank statements
2. Fill out the financial overview form
3. Credit report (a link will be sent to you on how to get a FREE credit report)
‼️ DISCLAIMER ‼️
➤ Our meetings are set weeks in advance so please be mindful that once you pick a date you are responsible to show up. We do not accept rescheduling, but please contact us at email@example.com if you have any concerns.
➤ We do not offer refunds on this product as our financial analyst puts in work prior to the meeting.