Thrive Package

Service Description

This package includes the following: Pre-Consultation. An Intake Survey which must be completed prior to your initial Financial Counseling Session. Session 1. The Initial Consultation (1 hour) a. Be prepared to take notes. b. Have all your financial documents ready to discuss. c. We will discuss strategies, provide educational insights, and resources applicable to your specific situation and needs. d. Your homework will be to go home and apply the strategies discussed including creating or updating your current budget using the Unwind Financial Tracker worksheet. Step 2. Follow-up Review (30 hour) a. Review notes from our previous meeting. b. Discuss what steps you have implement. c. Track progress and discuss out d. Continue working on steps and strategies discussed to stay on track with creating new financial habits. e. Client can email additional questions. Step 3. Final Review (15 Minutes) a. Review outcomes. b. Client Feedback and Progress. c. Client Survey d. Determine if client needs to continue with additional monthly consultations.