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APPLY TO GET A FREE

FINANCIAL ASSESSMENT

*** limited spots available***

When working with a personal trainer, they first need to assess your current fitness level, before helping you achieve your fitness goals.

As Personal Finance Coach, a Financial Assessment is the exact same thing, but for your personal finances.

A Financial Assessment is your opportunity to sit down with a financial professional where I will:

(POINT A) Assess your current financial situation and identify the biggest obstacles preventing you from achieving your financial goals

(POINT B) Get a clear understanding of your future financial goals and the life you want to create

(THE PLAN) Next, I'll give give you a clear plan on what you need to start doing and learning today, so you can go from your (POINT A) current financial situation, to your (POINT B) financial goals.

To apply submit your email below and you will receive the Financial Assessment Application Form

APPLICATION STATUS: OPEN

(5 SPOTS OPEN FOR APRIL 2024)

GET ALL THE DETAILS INCLUDING:

♦ The Invesment of The Money Skills Bootcamp Program

♦ What's included when you join 

♦ How to apply for the program

Check your email to get all of the details about The Money Skills Bootcamp

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