Budgeting
Take a deep dive into your daily income and expenses with a CFP®. We’ll work together to create a personal spending plan that prioritizes each of your financial needs. We can help offer creative solutions to your biggest budgeting challenges.
$450
What you’ll get
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One 60-minute meeting with a CFP®
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Access to our online platform to input your current income, expenses, and savings prior to your meeting
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A follow up email with personal recommendations and next steps
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A one-page personalized budget, emailed to you after your session
In-person and remote options
In today’s world, a physical space or presence no longer defines an organization’s reach. We’ve made the investment in the technology needed to work with clients efficiently and effectively from anywhere. We’re always glad to see you in our beautiful office, but when that’s not possible, we can still be connected.
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