It's never too late for a FreshStart™
Delivered in six parts, our FreshStart Program is a proven process designed as an entryway to our other services with all of our clients in mind. Whether you are new to the SBFP community or have been working with us for years and simply need a refresh, we will work with you to create a roadmap around your unique goals and life intentions.LEARN MORE
Our Launch pad – To Your Success
In this entry to our other services, we help you set and evaluate goals as well as gather and analyze the material needed to form a realistic and achievable plan. We'll take a look at your net worth, help identify your money mindsets and determine a list of goals.
In the end, you'll receive a roadmap to implement on your own or you can choose to continue on as a client with Ongoing Support.
It all starts with Discovery
We begin with a Discovery Meeting in which we spend 90 minutes exploring your relationship with money, and your current financial situation.
We dig into the money scripts that you've written throughout your life and the money behaviors that you've developed. After uncovering the stories and behaviors you carry, we strategize how to minimize the ones that are holding you back and maximize on the ones that are pushing you forward.
We also review where your money is today. Do you have debt? Do you have money to invest? This is the clay you have to work with, and we want to help you mold it in a way that works with your lifestyle. At the end of this meeting, we deliver a net worth statement and summaries of your KMSI and Wealth Builder survey results. All of this is wrapped together to clearly show you where you are right now, how you got here, and how you can move forward.
You'll leave with tangible suggestions of steps and action items to take to improve your current situation, whether that's with SBFP or on your own. If we decide to move forward together, we’ll work through the remaining five sessions and begin our financial planning process to develop a plan that will be delivered during session six.
How does it all work?
Delivered over six parts but you can take as much time as you need. We begin with a Discovery meeting in which we explore your relationship with money and cover your current financial situation. If we decide to move forward together, we’ll work through as many sessions as we need to create a plan in which you feel confident.
We have a process, but the process is flexible enough to adapt to your needs. We will meet you where you are.
We want to get to know you, learn about your habits, ambitions and where you see yourself in the future. We'll analyze your net worth and relationship with money and set the groundwork for how to develop a plan for your specific needs.
2. Cash Flow
In this session, we'll paint your money picture. We'll review your accounts and deep dive into your spending habits and patterns, where your money goes, and where it's coming from.
3. Benefits & Investments
4. Life Planning
We want to make sure you're living a life of intention and value. Starting a family soon? Let's talk about college planning and budgeting for the little ones...
5. Goal Setting
After working through our Life Planning session, we'll begin to create strategic goals that will ensure you live the life you want. We understand that everyone's goals are different, and that your goals may change as your life unfolds. We'll build strategies and tactics that will adapt with you.
6. Delivering the Plan
The big reveal! It's been a lot of work to get here but it's time to show you the ropes and put the plan into action. We'll pull back the veil and show you the inner workings of your financial life and everything we've been working on over the past five sessions. We'll make sure you're confident and ready to take this plan and manage it on your own, though of course we would be happy to continue to support and guide you after this program.