Resident 

Financial Roadmap

$65-85/month

Budget

  • Track past and current speanding

  • Develop a budget to maximize income.

  • Implement technology to keep you accountable.

Safety net

  • Assist with emergency fund

  • Determine insurance needs

  • Analyze what you have

  • Shop for the right coverage and discounts.

  • Help you apply and secure the policy.

Debt

  • Analyze your student loans

  • Organize your credit cards

  • Determine best payment method

  • Refinancing options

  • Track progress

Future

  • Set retirement and other financial goals

  • Determine how much you can save and where.

  • Open investment accounts

MAKING LIFE EASIER WITH TECHNOLOGY!

"An unintentional life accepts everything and does nothing. An intentional life embraces only the things that will add to the mission of significance.”

-John C Maxwell