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Available Online

Personal Finance Consultation

Check in on your Financial health!

  • 1 hour
  • 100 US dollars
  • Virtual

Service Description

Includes: Monthly Budget Overview 2023 Tax Health Assessment (for Income & Employment Taxes) What If?™ 2023 Refund/Tax Bill Estimate

Cancellation Policy

Cancellations less than 24 hours before appointment time and No-Shows (15 minute grace period) may be assessed a $35 Cancelation/No Show fee.

Contact Details


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