Cash Flow Packages

Some people will just need some very basic Financial Planning so we have created Cash Flow Packages for them.   These are outlined below.  (skype consultations are available also to these clients)

Basic Spending Plan Package:    $250

Work one on one with Renee Rebelo, CPF to create a spending plan tailored to your financial lifestyle.

  • We will analyze your past financial spending habits and create new ones that will help you know exactly where your money is going.
  • We will find financial leaks
  • Focus on your financial spending, refining the areas that are most important to you!
  • Create a budget that will help with the unexpected expenses that come annually or intermittently.
  • Know how much money you have each month to spend as you please!
  • One month later follow up call is included in this package.

Spending Analysis and Debt Reduction Plan Package:    $  499

You will work with Renee Rebelo, CFP to help create a plan that will show you how to take your current financial situation to the next level!

  • You will learn what changes you need to make in your current financial lifestyle to attain your financial goals
  • We will evaluate your income, expenses and current debt.
  • Find your emotional financial leak and learn how to combat it.
  • Next we will create a plan that will make your finances more efficient
  • We will create a “Wish List” to help keep focus on your financial goals
  • Two – One month follow up calls are included in this program

Value of Advice:  There is no “one size fits all” in fees that clients pay.  Clients have choices.  With a discussion we can evaluate and agree on what works for your situation. This will be discussed in our first complimentary consultation.  

 

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