Quick Trip
Monthly: $95 for (1) (90) minutes maximum zoom session
o Determine all client’s financial outgoing funds!
o Learn client’s behavioral spending habits!
o Determine all of client’s incoming resources!
o Create a navigation spread sheet!
o Create debt navigation plan!
o Create a navigation of funding accounts blueprint!
o One (1) Zoom monthly.
o Email access M – F response only
Monthly: $95 for (1) (90) minutes maximum zoom session
o Determine all client’s financial outgoing funds!
o Learn client’s behavioral spending habits!
o Determine all of client’s incoming resources!
o Create a navigation spread sheet!
o Create debt navigation plan!
o Create a navigation of funding accounts blueprint!
o One (1) Zoom monthly.
o Email access M – F response only
Monthly: $95 for (1) (90) minutes maximum zoom session
o Determine all client’s financial outgoing funds!
o Learn client’s behavioral spending habits!
o Determine all of client’s incoming resources!
o Create a navigation spread sheet!
o Create debt navigation plan!
o Create a navigation of funding accounts blueprint!
o One (1) Zoom monthly.
o Email access M – F response only