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Complimentary Consultation

Complimentary 30 minute consultation. Review current financial situation and discuss options. No pressure, no judgement, no obligation, completely confidential. We will meet at a convenient, agreed upon location such as a coffee shop or library. If meeting at a location isn't feasible this will be a phone consultation.

Free · 30 minutes

Budget and Planning Session

This session will consist of education, direction and written recommendations on how to go about changing your financial life. We will work together to create an initial budget and a plan to achieve your financial goals.

1 hour

M

Michael Kinealy