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Basic Budget Management

$130

  • Includes setting up a budget management strategy for basic expenditures

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Intermediate Package 

$300

  • Basic Budget Management

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

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Elite

Package

$600

  •  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

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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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