In this 45 minute web session we will establish your goals, review credit scores, access current bank accounts and types of accounts and assist you in setting up your budget. We will then review your spending to check for areas that can save you money and properly shift your income. You will be sent information to complete prior to the session.
This 30 minute session provides a follow up review of your budget to keep your finances on track. We will review and make necessary adjustments to your budget.