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Basic Budget Management
$130
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Includes setting up a budget management strategy for basic expenditures

Intermediate Package
$300
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Basic Budget Management
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Spending Analysis includes analyzing expenditures over a 3 month period to indicate spending patterns

Elite
Package
$600
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Basic Budget Management
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Spending Analysis
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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
