Freedom Package (LWCF Referrals Only)

Service Description

This package is designed to help you overcome challenges and take back control of your finances by helping you create a solid Spending Plan and Step-by-Step Action Plan that leads to a life of Financial Wholeness. This is not an over night process but takes time implement and work through before you will see any real change. This package includes the following: Pre-Consultation. An Intake Survey through Living Well Community Foundation which must be completed prior to your initial Financial Counseling Session with Unwind Financial Consulting Services. Step 1. The Initial Consultation (1 hour) a. Be prepared to take notes. b. Have all your financial documents ready to discuss. c. We will discuss strategies, provide educational insights, and resources applicable to your specific situation and needs. Step 2. Application (1 hour) a. Review notes from our meeting. b. Apply strategies and steps discussed. c. Track progress using a personal journal. d. Complete UF Tracker. Step 3. Follow-up Consultation a. Review steps from initial consultation. b. Discuss outcomes. c. Address challenges and concerns that surfaced during the application process.

Cancellation Policy

Please contact us by email or phone at least 1 before your appointment if you need to reschedule.

Contact Details