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Our Money Management Program is tailored to creating a budget, savings opportunities, and debt payoff plan. During the initial consultation, we will discuss your financial goals, your challenges, the process and see if our services are a good fit for you. We will conduct an analysis of your finances (income and expenses) and provide a strategic financial plan to help meet your goals. All information shared is secure and confidential.
Money Management Package includes:
⦁ Budget Strategy Session
⦁ Savings Strategy Session
⦁ Debt Payoff Strategy Session
Individual Sessions are available for purchasing