Please Schedule Your Jump Start Session
(IMPORTANT: Read the instructions below, before scheduling)
We’re thrilled that you’re about to experience a Jump Start in your financial life!
Here’s what happens from here: we will send a link to your student portal (if you don’t already have access). You’ll be asked to complete a questionnaire (1) and accepted the agreement (2) for the On-Boarding assignments.
Following that, you’ll begin working on your Jump Start Worksheet (3) which needs to be completed at least 3 business days before our session.
This gives us time to get a feel for where you’re at financially, optimize our time together, and create a plan forward.
Typically, it takes most people about two weeks to complete the above 3 assignments.
Make sure you give yourself time to complete them, so you don’t feel stressed at the last minute.
If your schedule is really full, book your session 3-4 weeks out. That will give you plenty of time to get everything done. We want this process to be as enjoyable as possible, get it done and try not to procrastinate.
Finally, choose a time and day that will work for you and if you’re married, confirm that you both can be there. We have a strict cancellation policy, so the date and time you select, you need to stick to it.
If you’re not sure when to schedule right now, feel free to bookmark this page and come back to it. We’ll also provide a link in your dashboard.