Uneasy about money? Meet me with me for a one on one to discuss your concerns.
60 minute session
We comb through your income and expenses to establish a clear and concise budget aligned with your goals.
60 minute session
An individual session is offered, however to effectively manage your money meeting more often allows for a deeper understanding of your money habits. We offer comprehensive packages to meet those needs.
During this 3 month period we will develop, review, and maintain 3 monthly budgets. A quarterly report will be provided.
What's included:
3- 60 minute sessions
Budget analysis
Quarterly Report
During this 6 month period we will develop, review, and maintain 6 monthly budgets. Two quarterly reports will be provided.
What's included:
6- 60 minute sessions
Budget analysis
Quarterly Report
During this 12 month period we will develop, review, and maintain 12 monthly budgets. An annual report will be provided.
What's included:
12- 60 minute sessions
Budget analysis
Quarterly Report
Annual Report
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