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KEEP IT UP: Financial Coach for a year

A fee-only Financial Advisor program

Service Description

Hire a Financial and Professional Investment Coach for a year to move forward with your goals and financial plan. It includes 4 sessions (one session per quarter) as 1:1 meeting, investment tracking tool, investment alerts with guidance on stocks to sell or buy plus access to the coach via email/text throughout the year. Cost: $1,000 # of Sessions: 4 plus investment tool, alerts and access to the coach via email/text throughout the year

Cancellation Policy

To cancel or reschedule, please contact us 48 hours before.

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