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Financial Organizing

One of the services we offer and are passionate about is financial organizing. Once your finances are organized and you are able to follow a budget, your stress levels decrease and you develop a sense of control. I would like to know what my clients and fans would like to learn more about.

Which of these topics interest you? What would you like me to break down further?

1. Restructuring Debt

  • What debts should I pay off first?
  • What debts may be affecting my credit?
  • Can I change my bills’ due dates?

 

2. Creating a Budget

  • Review income vs. expenses
  • Propose spending limits
  • Open or add to a savings account

 

3. Retirement Planning

  • It’s NEVER too early to start saving
  • Importance of a work sponsored AND individual plan

You can contact me or reach out on my Facebook page

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