Financial Health Plan

Shape Your Finances. Build Your Wealth.

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Create a Personalized Financial Plan

Whether you’re saving for a home, preparing for retirement, or simply trying to get ahead, Apprisen’s Financial Health Plan helps you take control of your money with a deep dive into your financial wellness. It’s not just about budgeting—it’s about building lasting habits and a clear path to wealth creation. 

What to expect in this session:

  • Complete a Financial Health Assessment to gauge your overall wellness. 
  • Analyze your debt ratio to understand borrowing capacity. 
  • Get a personal balance sheet to calculate net worth. 
  • Walk away with a personalized action plan tailored to your financial goals. 
  • Review your credit report and score. 
  • Receive a personalized cash-flow statement based on pay schedules and due dates. 
  • Build a savings plan projection to meet your goals. 

This session is ideal for anyone who wants to improve spending habits, boost savings, and create a roadmap for long-term financial success. Whether you’re planning for a major milestone or just want to feel more confident about your finances, this plan gives you the tools to move forward. 

Financial Health Plan

  • $95 for a comprehensive individual or joint session 
  • Fee may vary based on applicable laws and regulations 

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Get Started with IRIS

IRIS gives you a personalized financial plan with expert guidance and zero pressure. Get started in minutes and take control with clarity.