$650.00 USD

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Uhz1o09msfa7xjpz1kqj ongoing financial planning 6

One-Hour, One-On-One Coaching Session

One-on-one coaching session with an experienced financial professional.

The session is open to tackle whatever questions or concerns you have. We’ll address as much as we can in the time frame we have. Have your documents available and be prepared to screen-share if needed. We’ll meet via Zoom Video. 

Keep in mind that we’ll not be able to do detailed analysis on certain questions due to the time constraints.