A Stocking Stuffer

Are you looking for a last minute gift idea for a loved one who has almost everything? I offer a financial tune-up to organize your personal finances and ensure you’re on-track to meet your 2019 financial goals.

Together, we focus on:

  • Calculating current spending
  • Setting spending and saving targets
  • Creating a budget to achieve these goals
  • Organizing all debts and paying them optimally
  • Ensuring retirement savings are appropriately invested

After we complete this, you will have a thorough understanding of your personal finances and the path forward.

For a free consultation Get in touch