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QuickStart Plan

With the QuickStart Plan we will provide:

  1. Initial help organizing your relevant financial information.
  2. 90 minute conversation (phone, video or in person) to answer questions and strategize.
  3. 3 - 5 page summary and action plan to help you get on track.
  4. 2 weeks of email access after our meeting to answer any questions about the action plan.

We offer a QuickStart Plan for $499.