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Designed for those curious about their financial health but not ready for a deep dive. The Quick Assessment provides a fast, high-level check-up before committing to a full coaching program. Using six key data points, this one-shot service provides a clear snapshot of your financial standing—giving you valuable insights without the commitment of a long-term plan. Perfect for those who prefer a conservative approach or want to test drive our coaching before stepping into the Comprehensive or Prosperity programs. Get a clearer picture of where you stand with Grow Wealth’s Quick Assessment today.

Unsure if you want a coach? Unsure if we are right for you? Look no further. At Grow Wealth, we believe everyone has the potential to grow financially. With personalized coaching and tailored strategies, we are here to guide you towards your financial goals. Let's unlock your full potential together. This is a one-time session to see if this is the service for you.

This flexible, pay-as-you-go session gives you direct access to a financial coach on your schedule, with your agenda. Whether you need targeted advice, help navigating a financial decision, or a focused review of key aspects of your personal finances, this session is designed to provide clarity and actionable next steps. Perfect for tackling specific challenges or gaining confidence in your financial choices.

Designed to CREATE more concrete data about their situation to manage their personal finances. The Comprehensive Assessment includes several one-hour sessions with a financial coach. Together we begin by gathering and organizing your financial information to diagnose your current financial health. From there, your coach will create a professional report that is often more than 70 pages with 30+ financial measures and explanation. Next the coach will step through the report to orient you to the information so you can use that data to manage your finances without the benefit of a professional financial coach/partner. This package is the best way to map out your journey to wealth with or without an ongoing professional financial partner. Ideally people start here and then subscribe to the Prosperity Plan for ongoing support and direction.