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Book an Introduction call

We can customize a solution for your needs on a

complimentary introduction call. 

Hourly Financial Planning Session

Financial Planning Session
-In Person-

Session Fee: $199

​

Session fee includes:

  • 60 minute meeting

  • Data updates to financial plan and Centered Financial Dashboard

  • Follow-up action item list

Financial Planning Session
-Zoom-

Session Fee: $199

​

Session fee includes:

  • 60 minute meeting

  • Data updates to financial plan and Centered Financial Dashboard

  • Follow-up action item list

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