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Basic Budget Management


  • Includes setting up a budget management strategy for basic expenditures

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Intermediate Package 


  • Basic Budget Management

  • Spending Analysis includes analyzing expenditures over a 3 month period to indicate spending patterns

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  •  Basic Budget Management

  • Spending Analysis

  • Debt Management or Investment Strategies: include cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning, small business planning

Additional Financial Planning Services

Prices will vary based on needs, the consultation fee is $70.00 each

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Get a FREE 15 minutes Consultation with our CMA, Lavonne Smith

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