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Transitions / Custom Financial Roadmap

Expecting a career or life transition? A custom financial roadmap gives you peace of mind.

Service Description

Transitions, such as a career or life change, can put your finances in flux and cause financial anxiety and stress. Get peace of mind with a Custom Financial Roadmap that helps you understand your current financial situation and prioritizes the actions and steps to take next. WHAT TO EXPECT Before the session: Survey questions to understand your type of transition and current financial situation. During the session: In-depth discussion to ensure all your concerns are resolved and a robust plan that meets your needs is developed. After the session: Free check-ins by email for the first month to answer questions and ensure smooth implementation of your personalized roadmap. Optional: annual roadmap review (see Roadmap Review service).

  • 2 hr
  • 799 US dollars

Contact Details

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