Description
A 6-month program to work with individuals to achieve financial goals & wellness. Clients receive a custom, 90-day audited budget, a personalized saving/spending plan, and a Tri-Merge Credit Report.
Individualized Counseling/Coaching sessions include:
- Retirement
- Wealth Planning
- Establishing Emergency Funds
- Small Business Planning
- 6 Individual Sessions
- Weekly phone Check-Ins
