3 Monthly Payments of $150

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New Grad Financial Planning Package

Build a strong financial foundation, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

What you'll get:

  • Budget: Organizing Income & Expenses

  • Spending Plan to Work Towards Goals

  • Money Mindset Training & Discussion

  • Savings Hacks & Tips

  • Debt Elimination Analysis & Strategy

  • Virtual Meetings or Face to Face

  • 90-Day Ongoing Guidance & Implementation

  • Building a Strong Financial Foundation

  • Employer Benefits Review

In school or just getting out of school and need guidance on how to establish a good financial foundation, start saving, have a rock solid budget and start attacking those student loans?  Look no further.  We’ve got you covered. It’s our passion!

*For current students or those who graduated within the last 12 months. (Undergraduate level and under)