Let’s review three months of your finances to see what your trends are and whether your spending aligns with your goals. From there, we will create a customized spending plan that focuses on eliminating debt, spending on things you care about, and saving for the things that matter most to you! Includes one check-in visit with additional meetings available for 50/session.

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Some people need more support and that’s okay! This plan includes the three month financial review and customized spending plan creation from the intro package plus three included check-in visits with additional meetings available for 50/session.

A one hour session dedicated to general planning and answering any questions you may have!