Financial planning is the process of reaching your life goals through the proper management of your finances. Your goals may include buying a home, saving for your child’s education or planning for retirement.
Kristine offers hourly, fee-only financial planning on the following topics:
- Budgeting/Cash Flow Planning
- Debt Management
- Investment Review
- Saving for College
- Saving for Retirement
- Insurance
- Taxes
Financial planning is perfect for people who need a comprehensive financial plan, an investment review, a plan for saving for college or a second opinion on their current financial plan.
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