Cents Of Direction
Cents Of Direction
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    • Home
    • About
    • Services
    • Nuggets of Info
    • Blog
    • Contact
  • Home
  • About
  • Services
  • Nuggets of Info
  • Blog
  • Contact


Plan your work, work your plan. - Napoleon Hill

 

Taking the time to create and document a personal financial plan---including your money and life goals, wants and needs-- and then setting in motion the accountability factor for your plan to lead you is what Cents of Direction is all about. Helping you manage and leverage your personal financial situation to live the life you want.

Services

We offer a range of package services listed below, and can easily customize an offering to meet your needs. 


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Package 1

Package 1

Package 1

A one time engagement--consisting over 3 calls-- focused on discussion and analysis of your personal financial situation. We'll first explore your personal finance goals.  Maybe that's owning a home, planning a once in a lifetime vaacation, etc.  ,We will build a budget together--both current and desired.  It will include your monthly inc

A one time engagement--consisting over 3 calls-- focused on discussion and analysis of your personal financial situation. We'll first explore your personal finance goals.  Maybe that's owning a home, planning a once in a lifetime vaacation, etc.  ,We will build a budget together--both current and desired.  It will include your monthly income and out coming expenses including short and long term debt.  

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Package 2

Package 1

Package 1

We'll take everything in Package 1  and now begin to look at strategies for overcoming any barriers and successful saving strategies.  We'll have a call monthly for 6 months to stay accountable for your new budget and assess progress against goals.  

This is really where we can see and measure the results, and tweak where needed.

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Package 3

Package 1

Package 3

An adhoc transaction question or advice regarding your personal financial situation. Examples including: how to move retirement monies, how to start a 529, how to establish my credit history,  how to establish yourself with a financial organization such as Vanguard, etc.


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