Description
One-on-one consultation to assess financial needs, review current financial standing, and recommend solutions.
Basic Financial Consultation Package
$150.00
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.
Additional information
| Optional Add-ons: | Free initial consultation (30 min). Book now, Credit Score Monitoring and Coaching per month, where clients receive regular credit reports and coaching on improving their credit., Document Review and Tax Prep Assistance: for those needing help with personal or business tax documents, financial statements, or other paperwork. |
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