Complete Financial Review

2 Hour Appointment

• Review bank statements, assets (401k, ROTH IRA, etc.), liabilities (credit card, car payment, mortgage) to see a comprehensive picture of your current financial situation
• Breakdown over-spending, unused subscriptions, and ways to consolidate expenses
• Configure a budget, spending, and savings plans

Once your order is submitted, I will reach out to you via text (or email if no phone number is provided) to schedule our appointment.

I will not offer any financial advice in the form of: retirement planning, making specific investments, or taxes. If you have needs surrounding these areas, I recommend you get in contact with a CPA and/or CFP.