- Initial Consultation
10 minutes
Online or by phone, speak directly with a consultant to determine if it feels like a good fit for your work together.
- Coaching Session
1 hour @ $100.00
Seeking expert advice without the hefty price tag of extensive coaching programs? Look no further! Introducing our personalized 50-minute Consulting Service. At EFAS, we understand unique financial challenges. Our service is designed to ...
Packages
- Foundational Finance: 3 Separate Sessions (a $360 value)
$250.00
The course starts with a session about your financial goals and money personality followed by a session on budgeting and finally a session on saving. Students are encouraged to prepare a budget and craft savings goals using the tools provided in the course along with what you may already be using.
- The Mezzanine Level: 3 Separate Sessions (a $360 value)
$250.00
This course builds on the Foundational Finance course with session one exploring consumer credit and how to increase your credit score followed by a session regarding different types of loans and debt and the final session on insurance. Students are encouraged to establish goals that target an increased credit score or debt reduction and to explore insurance protections.
- A Room with a View: 3 Separate Sessions (a $360 value)
$250.00
It’s time to put it all together. This course continues from the Mezzanine Level and allows the student to explore a session on investing, a session on retirement (e.g. social security, 401(k)’s and IRA’s, etc.) with the last session on tax and fraud prevention.
- The High Rise: 9 Separate Sessions (a $1080 value)
$700.00
Really committed to the idea of financial freedom? Take all 3 courses: Foundational Finance, the Mezzanine Level and A Room with a View and save MORE rather than taking courses ala carte.