POWER SESSIONS

Sometimes you need help in one specific financial area.

AREAS we'll Cover

Budgeting/Spending

Debt management

Goal setting

Buying a home

Employee benefits and insurance review

Stock options

Retirement planning

Investment planning

Tax Strategies

WHAT YOU'll
RECEIVE

Two one-hour strategy sessions with a financial planner who will answer your specific financial questions within one or two specific financial areas


Your own custom budgeting tool to help you track your monthly income and expenses


A summary email outlining our recommendations for your financial future


30 days of unlimited email/phone calls for any questions that arise 


Meetings will be held virtually

2 payments of $375
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2 payments of $500
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2 payments of $625
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