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.