- Evaluate your credit score
- Examine your current net worth
- Calculate your cash flow
- Discuss your financial goals
- Make appropriate recommendations
- Estimated time 1 to 3 hours (price quoted is per hour)
Start your financial life out on the right foot. Sit down with us to take a look at where you are and where you want your life to be in 5, 10, or 20 years. We’ll create a step-by-step roadmap to help you achieve your goals.
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