Build a Custom Plan Session

Service Description

This is the first and MOST IMPORTANT step to achieving your financial goals. This session will be booked only after Budgeting Basics is completed. You will submit your budget homework. Then we go to work! We will spend a few days evaluating your budget and crafting a long-term plan for your success. In this session we will work together to fill in the details of the plan and make any adjustments based on your needs. At the end of this session, we will have the plan and your next immediate steps