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Free Consultation

30 Minutes

Let's talk!  I'm happy to offer a free 30 min phone/video conversation to see if this is a fit for you.

Snapshot Session

90 Minutes

Let's dive into your finances and create your financial statement so you can get a snapshot of where you stand financially.

360 Package

3 Months

Let's dig deeper and set you on the path to success.  In this month-long package, we'll create your financial statement, discover and optimize your spending habits, tackle your debts, and create savings/retirement goals with timelines.

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