Basic Planning

Work one one-on-one to create a spending plan tailored to your financial lifestyle. We will:

  • Analyze your current spending habits and create new ones that will help you know exactly where your money is going.
  • Focus on your financial spending, refining the areas that are most important to you.
  • Create a spending plan that will help with the unexpected expenses that come annually or intermittently.
  • Identify how much money you have each month to spend as you please!
  • Follow-up a month after your review.

Price Range:  $  250 – $ 500