Is it time for a Financial Audit? 

At Black Hills Financial Planning, we’re committed to empowering our clients with the knowledge and tools they need to achieve financial freedom. That’s why we’re excited to introduce our newest service: the Financial Audit Program. 

What is the Financial Audit Program?

The Financial Audit Program is a comprehensive, one-on-one session designed to give you a clear picture of your financial situation and a practical plan to achieve your goals. In just 1-2 hours, we’ll dive deep into your finances, uncovering opportunities for improvement and setting you on a path to financial success.

 

How the Financial Audit Works:

1. Initial Assessment: We’ll start by understanding where you feel you stand financially. You’ll rate your financial confidence on a scale of 1-10, and we’ll discuss your primary concerns and objectives.

2. Income Verification: Together, we’ll review your income sources, including pay stubs and other income statements, to ensure we have an accurate understanding of your financial inflows.

3. Expense Analysis: We’ll go through your bank and credit card statements to identify spending patterns and areas where you can save.
4. Asset Review: We’ll list all your assets, such as real estate, savings, and retirement accounts, discussing their current value and potential growth.
5. Goal Setting and Pain Points: We’ll help you clarify your financial goals and identify any major challenges you’re facing.
6. Budget Development: Together, we’ll create a realistic budget based on your income, expenses, and financial goals, and we’ll discuss strategies to help you stick to it.
7. Action Plan and Follow-up: We’ll outline immediate actions you can take to improve your financial situation and schedule a follow-up session to review your progress.

Why Choose the
Financial Audit Program?

• Personalized Advice: Receive tailored financial advice based on your unique situation and goals.
• Increased Awareness: Gain a clear understanding of your financial standing.
• Actionable Plan: Walk away with concrete steps to improve your financial health.
• Ongoing Support: Benefit from continued guidance and adjustments to your financial plan through follow-up sessions.

Is the Financial Audit Program Right for You?

 

Whether you’re just starting your financial journey or looking to refine your existing strategy,
the Financial Audit Program is designed to help you:

• Identify and eliminate inefficiencies in your spending.
• Validate your income and optimize your budget.
• Clarify your financial goals and develop a plan to achieve them.
• Gain peace of mind knowing you have a solid financial foundation.

Special Introductory Offer!

For a limited time, we’re offering the Financial Audit Program at a special introductory rate of $150 per session. Don’t miss this opportunity to take control of your finances and start building a brighter financial future.