Below is a list of the “Financial Life Reviews” provided by Anderson Financial Coaching. No matter what your financial circumstances are, Bill Anderson will create a detailed, systematic plan customized to work in your specific situation. Each review involves an initial session of up to 2 1/2 hours and a six month follow up period.

♦ Basic Coaching Session ~ This is for anyone with consumer debt or anyone who is in or close to financial crisis. Bill will work with you to help you develop a cash flow plan that works with your unique financial situation. Together you will create a debt elimination plan that will put you back in control of your finances. He will also address other specific needs you may have – such as accountability, creditors, pending foreclosures, bankruptcy, etc.

♦ Beginning Wealth Builder Session ~ If you are out of debt except for your house and you want to fund retirement, college, specific purchases, etc., then this is for you. Your planning needs could include investing, college funding strategies, wills, basic estate planning, and many other goals. You also want a plan to stay debt free for life.

♦ Advanced Wealth Builder Session ~ If you are debt free, have begun building your net worth and need a solid plan for the future, then Bill will help you build a comprehensive financial plan including insurance, wills & estate planning, investing, etc.

♦  50- Plus Coaching Session~ This is especially for those who are age 50 plus and at the “Stay the Course” or “Building Wealth” place in life. In addition to addressing those issues listed above, this life review is specifically designed to address issues like executing your retirement plan, what your spouse needs to know about the finances, leaving a legacy, etc.