Financial Tune-Up

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.