Financial Check-Up
Financial Check-Up
- 1 hr1 hour
- 460 US dollars$460
- Online Session
Service Description
We'll take a targeted approach during our one hour Zoom session - we'll review your current spending, savings and investments. We'll touch on your goals and I'll recommend straightforward steps to get you there. After our meeting, I'll send you an Action Plan that charts your financial plan as you move forward.