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Duration: 90 minutes
Goal: Strengthen your plan and uncover opportunities for growth.
Perfect for: People who already have a budget or some financial plan but want a professional review and advice.
What it is:
We review your current financial setup — income, spending, savings, and investments — and I provide actionable, personalized guidance. You’ll leave with a clear plan to improve budgeting, invest smarter, and build wealth strategically.
Duration: 90 minutes
Goal: Strengthen your plan and uncover opportunities for growth.
Perfect for: People who already have a budget or some financial plan but want a professional review and advice.
What it is:
We review your current financial setup — income, spending, savings, and investments — and I provide actionable, personalized guidance. You’ll leave with a clear plan to improve budgeting, invest smarter, and build wealth strategically.