$1,000 setup fee and $333.33+/ monthly
Collector's Edition
You're killing it as a full-time streamer and want to make sure you're optimizing your money.
The Collector's Edition is for you. We’ll show you how to up your game, and make sure that you’re putting your money in the right places to take care of your growing platform.
The Collector's Edition includes:
- 4 annual meetings to cover different areas of your financial life.
- Help with your business banking, cash flow, and balance sheet.
- A full review of your monetization.
- An investment and tax plan that works for you.
- A downside review plan: do you have the insurance you need
- A partner who will help keep you accountable and adapt your plan as life changes.
- One hour per year to help keep your taxes in order.
Sample Service Calendar
One-Time Services
You aren’t yet in the market for ongoing planning but you could still use some help.
Top Seller
$600 or $1,000
Student Loan Plan
Are student loans keeping you up at night? How would you feel if you knew you had a good handle on your loans and a plan to pay them off?
Student Loan Plan:
- A 30 minute "get organized" call to get a clear picture of your current situation and goals.
- A full review of your student loans and I craft a personalized repayment plan that matches your goals.
- A 1 hour review meeting including action steps for implementing the plan.
- Email and call support as you implement the plan.
$500
Starter Pack
You're looking for some help on one or two things but really you just need a little guidance. You're more the independent, DIY type. We'll cover 2 of the following topics:
- Nail down the Basics: Let's figure out your balance sheet (how much you owe and own) and your cash flow (what comes in and what goes out).
- Establish and maintain an Emergency Fund- We help you figure out how much cash you need to keep on hand. Your emergency fund is there to save you when life gives you lemons. Let's make sure you have enough.
- Debt Management- Debt got you down? We'll put together a plan for paying it off that works for current and future you.
- Employee Benefits Optimization- Too many options at work? We'll help you choose your best options from your employee benefits.
- Establish and track Goals and Values- Are you looking for some help defining what's truly important to you?
- Insurance Review- No one really likes insurance but everyone knows they need it. We'll do a full review of your insurance situation to make sure you have the right coverage.
- Investment Review- Roth or traditional? Aggressive or conservative? Stocks or bonds? We'll do a full review of your current investments and provide a plan for how to optimize.
- Business Finance Basics- We help you assess your current business, identify new objectives, and develop a plan for your business finances.
Schedule a Free Consultation
Contact Us
Email me at Galen@buffyourfinances.com or give me a call at (805) 267-9016.
