Money 101 Education enrollees who have completed at least three classes and three assignments are eligible to schedule a FREE private session with the instructor. This offer applies long after course participation, and many come back a year or two later if they have a financial question on which they would like information or an opinion.

AREAS WHERE YOU CAN RECEIVE HELP

A private session can be used to review course material, discuss a personal concern, OR on any topic related to money including:

  • Help on negotiating a better employment compensation package.
  • Apply for a loan (and increase your chances of success)
  • Improve your Credit Score
  • Understand the retirement fund choices provided by your employer.
  • Prepare Case Information Statement (financial papers) when going through a divorce.
  • Set realistic financial goals and follow-up accountability
  • Tax issues, including those applicable to entrepreneurs, and how to avoid underpayment penalties.
  • Evaluate real estate opportunities for personal or investment use.

WHAT TO EXPECT

Private sessions are on Zoom. When booking, you will receive a unique Zoom link and meeting code for the session. Clients should

  • Reserve a full hour for the session as, generally, that much time is needed.
  • Log in using a full-screen computer to facilitate screen sharing (not a phone or iPad).
  • Be in a quiet room and schedule the appointment to avoid interruptions.
  • Have your camera on, with a light shining on your face (bright windows behind you make it hard to see)

In the first session, you will be asked to summarize your work, education, and family life since high school and share your unique traits. Then, we can assess your current financial status. 

PARTICIPATION OF OTHERS & RECORDING

Clients can have a spouse/partner/friend/relative participate in the session.

Clients can also request that the session be recorded and sent to them if they want to review what was discussed again. Otherwise, sessions are NOT recorded.

PRE-WORK – TO DO BEFORE THE PRIVATE SESSION

If you are interested in improving your net worth, it is recommended you prepare an ANNUALIZED cash flow statement (form 3.01) and a personal financial statement (form 4.01) before the session.  

To learn how to prepare those documents, read handouts 3.00 and 4.00, respectively. If a client completes these forms – even if they are imperfect – it allows us to focus on action steps. If you are struggling with these forms, we can also use the session to work on it together.

Handouts 3.00, 3.01, 4.00 and 4.01 can be found here:https://money101education.com/handouts-foundation-segment/

CONFIDENTIALITY

All information is treated as confidential, and the instructor is bound by Score’s code of ethics, which includes a confidentiality agreement. 

AFTER THE SESSION

Expect to receive an email titled “FOLLOW UP” within three days, which will include a “TO DO” list, items on which you should focus on to improve your financial situation. While you are encouraged to reach out by email anytime, you have questions, it is appropriate to book another appointment only after you have made progress on the “TO DO” list.

PRIVATE SESSIONS ARE ALWAYS FREE

Private sessions are always FREE, no matter how often we meet.

Book A Private Appointment