The Six month financial mentoring program provides you six months with one of E3’s Financial Coaches to help you develop a personalized financial plan, eliminate debt and build wealth. The financial mentoring program is perfect for those who need personalized help developing their financial plan and having one of our coaches walk side by side with them for half a year.
Your Financial Coach will…
- Analyze your financial situation prior to each session
- Work with you during the session to develop your customized financial plan
- Review of your financial snapshot and documentation
- Monthly Action Plans
- Professional accountability partner
- Easy to use electronic budgeting tools
- Email Support
- Provide you with a personal action plan after each session and walk along side you through those steps
Note: After your purchase
After your purchase you will be given a link and taken to your Personal Financial Snapshot form. The link will be in your order details and your order confirmation email. Please fill out the required fields and submit the form ASAP. This information is vital for your coach and you during the first coaching sessions. After submitting your Personal Financial Snapshot form you will be taken to the page to schedule your coaching session.
Coaching sessions will be conducted in a video conference format which allows for desktop sharing, whiteboard space and video interactions.
We look forward to serving you.