Saving Savvy Program

This monthly savings program works best for individuals that have an effective budget in place, but would like assistance in managing and reaching their savings goals (typically larger life events and purchases).

 

You will receive:

• Free 20-minute consultation

• Re-evaluation of your current financial situation to identify opportunities for "extra income"

• Custom savings plan per paycheck

• 6-12 month projection of your savings account based off of your current budget

• Guidance on establishing multiple streams of income

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