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Assessments

We do comprehensive finanacial inspections to identify issues before they become an issue.

We offer 3 main tiers of assessments.

TIER 1

In depth conversation of expenses, spending, debt(short and long term) and goals. This information is captured and a plan is developed. ​

TIER 2

Tier 1 plus a monthly review of progress and continued tracking to ensure goals are met 

TIER 3

Tier 2 plus detailed weekly meetings( phone call, zoom or other) to discuss any obstacles. Weekly reports are created and communicated.