Personalize Me
Oliver, this savvy guy here. Oliver loves this strategy and really wants to use it. Oliver is good with math and finances, but would like to have someone else do the number crunching. Setting this up on his own seemed difficult and he just doesn't have time to deal with that nonsense. And I mean jeez, who does.
Oliver squealed, "I have a hard enough time dealing with my 1 account, there's no way I could deal with multiple accounts. Someone would have to get this started for me. I think I may be able to take it from there".
That's when Oliver found WrightBooks. We were able to help him get everything set up. He took advantage of our one on one coaching, and everything began moving smoothly.
Oliver knew we were there to help whenever he needed it. This made Oliver feel safe and secure. He slept better.
Oliver felt joyful and happy and he continues using this method today. Here is what Oliver received:
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Be Your Own Bank, Goal Setting, and Loan Amortization Calculators - $58 Value
- Oliver didn't realize he could get a free 30 minute video consultation. But, no worries, Oliver didn't squeal too loud when he realized he could still get that for free. The most necessary information that he needed to discuss, in order to personalize his budget, was communicated during this consultation. - $30 Value
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Thorough budget analysis, to include charting his accounts, into categories, in an easy to view report. Detailed review of these reports and using them as a tool in creating the best personal budget Oliver ever had.
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A personalized portfolio, presented and organized in a way that Oliver could easily understand. Oliver had no trouble following the implementation instructions included.
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Personal Assistance in setting his first 2 primary goals. Oliver has always wanted to go to the local Pig Slop, a high end restaurant and pub that requires being a member of the local herd. So his first goal was to save up for that herd membership. He then decided that his 2nd goal was to pay off the debt he incurred on his credit card after his wife, Selma, delivered him 13 children at once. He maxed it out after building, and then rebuilding his home to fit the little piggies. Rebuilding it, hadn't been in the plans, due to being blown apart by that damn wolf, oh and that jerk Peter, who loved that wolf. He received a budget incorporating these important and very personal goals, and he was amazed that he still had money left to spend and to pay his bills. Laying it out like this really helped him learn to love taking care of his money.
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2 hours of live one-on-one coaching sessions. Oliver was free to choose when he wanted to use them and booked these live video sessions right on our website. These sessions were to help Oliver with all his questions, issues, or even just consulting and advice, for his budget plan. - Value of $100
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No access to Oliver's bank accounts was ever necessary.
Oliver received the information contained here in Harold's welcome packet. Want to see what he received? Download the Reports here.