From: $175.00 / month for 3 months

Introducing SoundCheck. A monthly relationship designed to help you get your financial house in order, preparing you for the future of managing your wealth.

SoundCheck offers an effective relationship that will help you reach your personal financial goals. We’re going to help you identify the small goals, the big goals and everything in between. Once identified, we’ll work directly with you in the coming months to make sure you get there the most efficient way. This is how we become your accountability partner.


  • A Financial Accountability Partner that cares and is equipped with the skill set to help you navigate the financial confusion that deters many young professionals understanding their own situation
  • Professional oversight in creating a budget and strategies to stick with it
  • A detailed report of your financial situation and a roadmap to make it better
  • Behaviors that produce short term results with long term benefits
  • Discovery of your current net worth and a newfound appetite for better decisions

SKU: 005 Category:

Additional information

Payment Options

$525 up-front (no recurring payments), $175/month for 3 months