If you require coaching on an individual issue.
The FastLane Program is the first of its kind in Canada (at least from what we can tell). Our program consists of everything we feel a person/couple/family should tackle in order to have a good financial foundation as they build their life together. You will work closely with us for 6 months (yes, only 6 months) to organize your financial life and create a financial plan you can confidently manage going forward.
One Payment = $2000
Payment Plan = $2400 (4 Months $600/month)
The FastLane Program Includes:
Unlimited email access to your Financial Coach for questions & coaching
Questions come up all the time. Big or small, you should be able to ask you financial professional a question without being nervous you’ll get a bill for a one-tenth of an hour phone call. Shoot us an email.
Budget Creating, Maintaining, and Reviewing
We will help you create a budget that makes sense for you, balancing your debt payoff and savings goals. We’ll also help you maintain your budget by reviewing your actual spending vs your budget each month.
A Debt Analysis
It’s like the old saying goes, “You can’t know how to get where you are going, until you know where you are.” This is the “…know where you are” part of your financial plan. We’ll capture all of your current debt information in our personal financial management software so we can see where you stand. Interest rates. Current Balances. Minimum Payments. Estimated Payoff dates. All that stuff.
Creating a Debt Payoff Strategy
Now that we know where you are, THIS is the “…how to get where you are going” part of your financial plan. We’ll guide you through what debts to pay off in which order. Highest interest rates first? Maybe. Lowest balances first? Maybe. Mix of both? Maybe, too. It all depends. We’ll talk through the pros and cons of each strategy and make sure your debt payoff strategy is the most efficient, based on your other financial goals.
Establishing Savings Targets
New car purchase? How about a down payment on your dream home? Saving for college? We’ll help you prioritize these goals so you can be confident you’ll reach them without having to resort to armed robbery.