Get on Track Planning

Our GOT plan is for individuals in debt. Student loans or Credit Card debt can be hard to manage on your own. This plan allows you to have 3 months with a third party looking at with income you can realistically put towards paying down your debts and help you come up with a plan for how long it will take to get rid of your debt.

GOT plans can be purchased by a loved one for someone in debt but, the person who owns the debt would be our client and they must be individually dedicated to the process. As with all of our advice, it is only as good as how much effort is taken to put it into action.

These plans can be hard as we try to make significant progress during our 3 months of work together. So, we require that before starting a GOT plan our clients take a personal oath to give us their best effort. We dive deep into how the debt came about and how we can build new habits to making sure this is paid off.

PWR helps you get organized and simplify your life. This package includes:

  • Review of goals
  • Balance sheet review – A compilation of all assets and debts for a clean, consolidated view of your financial situation
  • Cash flow analysis – Determining your financial status at the end of each month (surplus, deficit) with a comprehensive expense worksheet
  • Tax analysis – Review and assessment of your current tax situation, including opportunities for savings and deductions

Your Finances, Your Way

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download this tip sheet to learn some practical advice on controlling spending.

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