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.
To learn more about my financial tune-up service for yourself or someone else, get in touch.
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