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The best thing to hold onto in life is each other… and a curated financial plan.
We'll work together to understand you and your partner's money goals and create a roadmap to a financial happily ever after.
Initial consultation call with me to get to know you and your goals
An overview of your personal finances
2 one-hour bi-weekly coaching calls
2 progress reviews via video chats
Worksheets to help you stay on track
3-month tracking and progress program
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