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6-week program
Consists of three sessions:
Financial Snapshot: net worth statement and cash flow summary
Budget & Cash Flow Analysis: a spending plan with automation steps
Your choice of one Focus Plan: Debt Payoff, Credit Review & Coaching, Insurance Gap Review, or Goal Funding
6-week program
Consists of three sessions:
Financial Snapshot: net worth statement and cash flow summary
Budget & Cash Flow Analysis: a spending plan with automation steps
Your choice of one Focus Plan: Debt Payoff, Credit Review & Coaching, Insurance Gap Review, or Goal Funding