Spend Plan

Everyone would like more money in the bank at the end of the month and to be able to save towards their goals. The good news is that it’s never too late to start saving and investing. To do that you need a plan.  Most of the time the issues with our spending is not the amount of money, but more the discipline that we lack.  We will help you create a plan where you get to tell your money where to go so that you can be intentional in charging toward your life's goals.


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What's included:

* Two 1 Hour Budget/Spend Planning Sessions with a Certified Financial Planner®

* Two 30 Minute Sessions to Understand Your Money Mindset (More Info)

* A Personal Financial Website To Stay Organized and to Track Your Goals