Financial Wellness Coaching, Insurance Evaluations, Employee Benefits Selection, and more…
Get in touch today. Your future self will thank you!
“Let some sunlight shine on your family’s financial future today.”
Make better money moves today!
Whether you’re just getting started in your career and financial life, facing major changes in your family life, or looking to protect and build on a solid foundation you’ve already laid, I’ll help you cut through the noise and focus on what matters for you. Life's priorities compete for your energy and dollars while your plan (or lack of one) unfolds silently in the shadows. Brighten your financial future and shine some sunlight on it today!
☎ CONTACT
travis@apolloworksfinancial.com
(651) 571-0556
➤ MEETING LOCATION
8609 Lyndale Ave S., Suite 220
Bloomington, MN 55420
Schedule a Call or Visit Today!
“Get in touch today. Your future self will thank you!”
Consultations and Coaching
Employee Benefits
Which health plan is right for me? Why did I get a medical bill for my doctor visit or procedure? Should I contribute to an HSA or FSA? Do I need Short-Term or Long-Term Disability? How much should I contribute to my 401k retirement plan? Answering these questions wrong can cost you thousands of dollars a year, which means tens or hundreds of thousands less for your future self.
Self-Employment Strategies
Are you considering starting a business or side-hustle and not sure where to start? Is your business set up to give you the best tax breaks? Looking for ways to save for retirement? I can help you evaluate business strategies to live your best life.
Bills, Budgeting, and Building Blocks
Are you saving as much as you should be? Is your spending causing you trouble? Do you need to plan for a major purchase like a home or life event like a wedding? Considering ways to supplement your income, negotiate a raise, or possibly change jobs? I can walk you through all these questions and set you up for success in meeting your goals.
Income Tax PLanning
Are you paying too much in taxes? Can you make some adjustments to reduce what you owe? Is a Roth savings or a Roth conversion a good option? Every financial decision has an impact on your taxes and the government has a plan for it, even if you don’t.
Insurance ProtectionS
Are you protecting your loved ones with life insurance? Do you have the right amount and type? Are you over- or under-insured? Are you getting the best coverage for your insurance dollars? Have you reviewed your auto and homeowners coverages in the past couple years? Does it adequately meet your current needs? We can cover these and many other insurance strategy questions.
Rates
Initial Session - $225 (typically 1 - 1.5 hrs)
Ongoing Sessions - $135 (typically 1 hr)
Monthly Coaching sessions are most common.