For individuals or couples seeking clarity
and confidence in their financial future
Kick Start for individuals or couples wanting to explore their money mindset, identifying and understanding their attitude and approaches to money, and the influences that got them to where they are. This includes an educational discussion on up to three topics of choice – budgeting, savings, insurance, investing, debt management.
Discovery includes the Kick Start content and in addition, a deep dive of current budget and spending plan, analysis of debt, and goal setting. This package will include more educational detail on topics of choice with emphasis on getting you into action.
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