FIRST CONACT - $FREE
We will talk with you to make sure you understand completely
the services we are offering.
CONSULTATION - $FREE
Once we chat and you decide to move forward with our
services, we will schedule a more detailed consultation. During the
consultation we will take a more detailed look into your financial
documentation needs. Scheduling a consultation does not obligate you to sign up
as a client. After the consultation, you have the choice to move forward on
your own or sign up for our monthly services.
MONTHLY SERVICES
Our monthly general service fees are set on a sliding scale
(depending on income). Some other services are charged for separately. Upon the
conclusion of the consultation, you will have the option to sign up for our
monthly services. These services will help you track your weekly, monthly, and
yearly spending habits. By tracking your transactions you will have a better
understanding of where your money is going. You will receive monthly and yearly
financial reports.
Clients may choose to cancel the monthly services at
anytime.
