One Financial Coaching session with one of E3’s Financial Coaches. Coaching is perfect for those who need personalized help with getting their finances back on track.
Your Financial Coach will…
- Analyze your financial situation prior to the session
- Work with you during the session to develop your customized financial plan
- Review of your financial snapshot and documentation
- Easy to use electronic budgeting tools
- Provide you with a personal action plan after the 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.