101 Lovett Drive - Suite D
Woodruff Road Corp. Center
Greenville, SC 29607
864.676.9696 Voice
864.676.1556 Fax

Email Us

Greater Greenville
and Upstate SC
Spartanburg
Greer
Simpsonville
Mauldin
Taylors

Products & Services
Available Nationwide

 

With the same level of service as our Comprehensive Financial Counseling, a Basic Counseling session usually lasts about two hours and covers every area of a healthy financial plan. The major difference is that a written plan is not included in this service, thus the cost is $100.00 less.

We will work with you one-on-one to implement a specific set of action items designed to fit your own personal lifestyle, goals, and challenges. We help families, singles, and seniors develop a workable “real-life” plan that will keep them motivated towards reaching their specific goal.

This service helps you develop the financial habits of the wealthy and covers specific areas such as budgets, debt reduction and emergency funds. We also discuss the different types of college and retirement planning, investments, and insurance.

It will be your responsibility during the meeting to take notes so that you can implement the financial action items we discuss.  We will take just as much time in this session, as in the Comprehensive Counseling session, to go over all your questions and make sure you leave with a concrete set of steps to follow.  Then, all you have to do is follow the steps we discuss!

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Major Benefits:

• Learn how to do “rich people” things with your money
• Get specific action items designed to help you meet your financial goals
• Lower financial stress
• Plan for your financial future
• Includes one month of unlimited phone/e-mail follow up

Fee for Service: $249.00

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"