Ideal for: Renters, young adults, or those new to financial planning.
Includes:
1-on-1 session to create a monthly budget
Expense tracking and savings tips
Guidance on needs vs. wants
Budget template provided
Goal-setting worksheet
Ideal for: Renters, young adults, or those new to financial planning.
Includes:
1-on-1 session to create a monthly budget
Expense tracking and savings tips
Guidance on needs vs. wants
Budget template provided
Goal-setting worksheet