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Financial Coaching

Fundamental Foundation

This plan lays the groundwork for financial freedom.  Plan covers:

· Emergency Fund

· Cash Flow  (budget)

     Income

     Bills

· Net Worth

    Assets

    Debts

 

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Fees are based on ability to pay.

Complete Financial Plan

Everything covered in the Financial Foundation  plus:

· Insurance Planning

· Tax Planning

· Education Planning

· Retirement Planning

· Estate Planning

 

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Fees are based on ability to pay.

Hourly

If you have a specific goal or need assistance not covered in the first two plans,  I’ll design your own individual plan or work with you on an hourly basis.

$99
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