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Level 1

Customized Budget and Action Plan

  • Google Meet Invite To Follow

Service Description

The first step in Level 1 would be meeting for a financial intake where we review your finances and discuss your goals and the various strategies we can utilize to achieve them. Once I create a customized budget and action plan, we meet again to review and make adjustments as necessary. Within a week you will receive a finalized copy of the budget and action plan. After a few weeks of following the plan, I will set up a check-in call to see how things are going and if any other modifications are needed.


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