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

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