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Basic Financial Consultation

One-on-one consultation to assess financial needs, review current financial standing, and recommend solutions.

Service Includes

  • Initial financial assessment (income, expenses, debt, credit profile)
  • Recommendations for personal loans, savings plans, or financial literacy resources
  • Basic education on credit management and budgeting

Terms

  • Pay-as-you-go, with no long-term commitment
  • Follow-up consultations available at a discounted rate ($120 for additional sessions)

Steps

  • Initial client intake and goal setting
  • Review of current financial situation.
  • Provide tailored financial advice and recommendations
  • Follow-up if requested to monitor progress.
Price: $150 per session (1 hour)

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