Individual & Family Fees
Our Fees:
Packages - start at $650 for preparing a basic spending plan for an individual. This package includes an initial consultation, two in-person counseling sessions, telephone support, and a customized spending plan (budget).
We customize packages based upon each individual or family's financial goals.
Fees are collected at the time of services. For more complex projects, a retainer is required prior to commencement
Not sure if you are ready to hire a professional personal and family budget advisor,
ask yourself these questions.
Other Services:
- Automate client bill paying
- Set up Online banking
- Organize client bills and other financial records
- Teach money management software and tools, i.e. QuickBooks, Excel, Online banking
- Busy executive assistant – prepare and manage bill paying and organize financial records
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