Budget Blueprint Consultation

In this 30-minute session, you’ll receive personalized guidance tailored to your financial goals. Together, we will: ✔ Discuss your current financial situation to better understand your needs. ✔ Assess your priorities and financial objectives. ✔ Identify the best-fit plan from our 90- or 180-day packages. Special Offer: When you choose to move forward with a package on the same day, your $75 consultation fee will be credited toward your selected plan. Comprehensive Financial Plans Overview: We offer personalized financial plans designed to help you take charge of your finances. Full details can be found under the Plans/Pricing Tab on our website. 1. 90-Day Financial Blueprint • Individual Plan: $200/month • Couples Plan: $300/month 2. 180-Day Wealth Building Blueprint • Individual Plan: $175/month (for 6 months) • Couples Plan: $275/month (for 6 months) What You’ll Gain: Walk away with actionable insights and clear steps to improve your financial future—even if you don’t select a package. Please Note: This consultation focuses on budgeting, financial habits, and actionable strategies. It does not include estate planning, investment advice, or tax preparation services. Take the first step toward financial clarity today!