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INITIAL ADVISING CONSULTATION

A comprehensive evaluation of available assets and spending habits.

2 hr
25 US dollars
Location 1

Service Description

Through this consultation, we strive the listed objectives: Identify financial goals to promote motivation toward savings (home, auto, traveling, etc.). Create a monthly budget and bi-weekly spending calendar. Explore alternatives for steady/ fast cash. Reduce daily or common misuse of disposable income. Determine trends in cash flow and everyday spending.


Cancellation Policy

Any appointments must canceled with 24 hour prior notice. Failure to comply will result in revocation of future appointments and possible penalty fees.


Contact Details


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