If you have a goal you'd like to start working on right now, the Quick Hit 3-2-1 Plan is perfect for you! Here’s how it works:

• Coaching plan is for three (3) months

• Meet with a financial coach twice (2) a month, to work on one goal.

• Work towards one (1) financial goal

Possible Goals

• Saving for an Emergency Fund

• Paying off a Car

• Preparing to buy a home

• Saving for Vacation/Anniversary

You usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals and need support taking your finances to the next level.

Individuals/Couples on this plan have:

• Cut down on their monthly expenses

• Created a budget based on their goals

• Paid off credit card debt

• Established a 6-month emergency fund

• Established a retirement and that includes accounts from their employer (401K) and non-employer accounts (IRA)

You usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals and need support taking your finances to the next level.

Individuals/Couples on this plan have:

• Cut down on their monthly expenses

• Created a budget based on their goals

• Paid off debt (Car loans, Credit Cards, IRS)

• Paid down student loans

• Established a 6-month emergency fund

• Established a retirement plan that includes accounts from their employer (401K) and non-employer accounts (IRA)