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.
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