Basic Financial Consultation Package

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
– Price: $150 per session (1 hour)
– Terms:
– Pay-as-you-go, with no long-term commitment
– Follow-up consultations available at a discounted rate ($120 for additional sessions)
– Steps:
1. Initial client intake and goal setting.
2. Review of current financial situation.
3. Provide tailored financial advice and recommendations.
4. Follow-up if requested to monitor progress.