Personal Finance Initial Consult

Service Description

Do you have a budget? Have you ever started planning or writing out a budget and got stuck? Not sure when, where or how to start? Do you have general questions? Let us help you! Starting with some of the common pitfalls of why your budget isn't working, this one-on-one touchbase will get us started with a sneak peek into your financial questions and budget needs.

Cancellation Policy

Digital products and consultation services are non-refundable. By selecting a consultation service, you agree and understand that if you cancel your session within 48 hours of the start time you will not receive a refund. If you miss your session without notification or reschedule, you will not receive a refund. If you are more than fifteen minutes late to your session you will need to email for a reschedule within 24 hours. Failure to do so will result in cancellation and no refund will be given.

Contact Details