Quick Check-In Session
For those who need a one-time check-up on finances
✅ What’s included:
60-minute coaching call
Answers to 2–3 specific financial questions
Summary of recommendations
💡 Potential Topics Covered:
Reviewing a specific financial decision (e.g., refinancing a loan, adjusting a budget, selecting an insurance policy)
Understanding employer benefits (401(k), HSA, stock options, etc.)
Reviewing investment choices (general guidance, not investment advice)
Improving savings strategies
Optimizing debt payoff
💰 Price: $199
