Service Description
 

This is an in-depth plan for crew looking for target driven, pivotal meetings. We set up goals for the future and the best method for you to achieve them. Strong focus on eliminating debt, reviewing income/expenses, and efficiently increasing your wealth.

Plan includes: (1) hour phone/video call or in person meet up per month to discuss client’s financial goals, current spending habits, and areas of improvements. Additionally, monthly personal motivational text towards financial success.

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*Two sessions per month option available upon request ($130 per month)