$3,600.00 USD

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Ultimate Abundance Overhaul: Comprehensive Financial Plan for Families

Ready to feel a little more harmony between competing financial goals? No matter what you’re navigating now, this comprehensive program sets you up with a sturdy yet adaptable financial plan to weather all of life’s curveballs. This service includes:

  • 6 one-hour private financial planning sessions
  • Flex sessions to cover what matters most to YOU
  • Your Comprehensive Financial Plan doc 
  • A one-page Financial Action Plan checklist 
  • Your personal financial planning hub
  • Education and accountability to empower your financial goals
  • Direct support between sessions
  • BONUS: 30 days of post-planning support