Explore Your Financial Future

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Initial Consultation - Explore Your Financial Future This one-time consultation is a comprehensive 30-60 minute session to assess your financial health and recommend a customized p ath forward. During this session, you will: Explore available pathways (budgeting, estate planning, entrepreneurship, credit, and more) Receive guidance on the best package to meet your financial and business needs Note: The $350 consultation fee is credited toward your selected service package if a service package is purchased within 30 days. No Refunds!! Show more