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"Baby Steps" Plan Creation
Just starting your journey? Let us help create a personalized action plan to accomplish your goals
Service Description
We will assist you in creating your financial plan to pay off debt, build a savings account, or whatever your goals are. We will start where you are. With this service we will take a look at your current monthly income and expenses, assist you in establishing your financial SMART goals, create a budget tailored to you and create a comprehensive personalized action plan that recommendable steps to assist you in meeting your short and long term financial goals. 2 support calls are included in this price. Appointments are non-refundable. We are more than welcomed to reschedule your appointment within 48 hours. After 48 hours, you will not be able to make changes to your appointment, but you can email us with any questions or assistance needed at info@projectrise.net
Cancellation Policy
Appointments are non-refundable. We are more than welcomed to reschedule your appointment within 48 hours. After 48 hours, you will not be able to make changes to your appointment, but you can email us with any questions or assistance needed at info@projectrise.net
Contact Details
info@projectrise.net