I offer a financial tune-up designed for anyone who wants to organize their personal finances and ensure they are on track to meet their financial goals.
Together, we focus on:
- Calculating current spending
- Setting spending and saving targets
- Creating a budget to achieve these goals
- Organizing debts and paying them optimally
- Ensuring retirement savings are appropriately invested
The fee for this service is $300 and includes 90 days of follow-up and financial planning guidance. I do not receive compensation or incentives from other sources.
If you’d like to learn more about my financial tune-up service, get in touch.