At a glance
- Personalized financial freedom plan
- Debt paydown and spending plan
- Ongoing monthly guidance
What’s included
- Personalized financial freedom plan
- Review of your income, expenses, and debts
- Personalized plan to pay down debt
- Spending plan to help keep debt from coming back
- Help building an emergency cushion
- Guidance on getting started with retirement savings, such as opening a retirement account
- Monthly guidance calls
- Progress tracking against your goals
- Adjustments as income or life circumstances change
- Right Choice Tax & Accounting does not provide investment advice. For investment decisions, we recommend working with a licensed financial planner.
Who this fits
Individuals and households who want a plan for financial freedom, including paying down debt and getting started with retirement savings, and ongoing, personal guidance rather than a one-time plan.
Working with us
- Free introductory call to define your financial freedom goal
- Plan build-out session reviewing your income, expenses, and debts and mapping the path to get there
- Monthly guidance calls to track progress
- Ongoing adjustments as your situation changes