Financial Planning Personal Money


Our Financial Planning Personal Money service offers practical solutions for you to assess and address your personal financial situation.  In addition, you will receive targeted guidance that aligns with their specific situations.


Financial Planning Personal Money Requirements:

  • Money Earned
    • Salary/Side Hustle/Dividends
  • Money Spent
    • Groceries/Utilities/Rent/Donations/Entertainment/Motor Vehicle Expenses
  • Money Borrowed
    • Mortgage/Vehicle Loan/Credit Card/School Loan
  • Money Investment
    • Pension/Shares/Life/Critical Illness

Furthermore, financial planning help you

  • manage your money better,
  • allocate resources when needed and
  • track your cash flow

Additionally, 3hrs Review Session:

  • understand your standard cost of living,
  • increase your savings,
  • prepare for emergencies and
  • attain a peace of mind


Payments are as follows:

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