FINANCIAL AUDIT

This is a one-time engagement for the professional looking to give their financial plan a boost. 

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Step 1: Financial Inventory

You will complete a questionnaire to help us get on the same page with where you are financially. 

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Step 2: Review your Situation

This is the step where we review the details. 

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Step 3: Financial Audit and Debrief

I will deliver the Financial Audit recommendations that contain ratings in 7 personal finance areas. We will have a debrief and 1-to-1 session to discuss this and next steps.   

1-TO-1 FINANCIAL ENGAGEMENT

Yes, this is it! Where you hire me to be your Financial Advisor. I vow to always work in your best interest and to help you make the best financial decisions for your life. 

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We enter into an on-going relationship with the benefit of you always having access to someone who knows your situation and can be there for you during life's twists and turns. 

SPEAKING OR COLLABORATION?

If you are interested in working with me because you think I can bring a unique perspective to your brand or audience, please send all media or collaboration inquiries to management@jacquelineplans.