This service is geared toward those people who are involved in or who have already taken Dave Ramsey’s Financial Peace University course. The Financial Peace University Upgrade offers you a comprehensive review of the plan discussed in the Financial Peace University course. We will review each area of your plan and make adjustments if necessary.
The advantage of this service is that you will already be familiar with Dave Ramsey's principles, have a budget framework set up, and have a financial plan in place, so we will be able to focus on modifications to the plan which will get you to the “next step.” Since you will already have a plan in place, this service does not include a personalized step-by-step plan. You certainly have the option to add that service for an additional $100.00.
Major Benefits:
- Reinforces good financial habits and helps you correct bad ones
- Gives you professional advice on how you can take your plan to the next level
- Is available at a discounted price
- Includes one month of unlimited phone/e-mail follow up
Fee For Service: $200.00
With Personalized Written Plan: $300.00
Call (864) 676-9696, or e-mail rob@myfinancialfoundation.com to set up an appointment. Space is limited due to the amount of time we spend with each client, so book now to reserve your spot.
Read the article Rob wrote about "The Successful Habits of the Rich"
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My Financial Foundation
103 Lovett Drive - Suite B - Woodruff Road Corporate Center - Greenville, SC 29607
864.676.9696 office | 864.676.1556 fax | support@myfinancialfoundation.com
