FINANCIAL SERVICES
Financial Advising Call
Schedule a 30-minute call with Delilisah to ask all your money questions. Let's us help you gain clarity to set you up for financial success!
[Investment: $100.00)
SCHEDULE YOUR CALL
Financial Planning Session (90 minutes)
This is a one-time 1:1 session to create your personalized money plan + debt payoff plan!
[Investment: $500]
This package includes:
Initial Client Call (30 minutes)
Financial Clarity Call (30 minutes)
Financial Planning Session (90 minutes)
Follow-Up Call (30 minutes)
Schedule Your Initial Planning CallAre You Tired of Restarting Your Financial Journey?
Financial Accountability is the missing piece to your financial success! Work with us for 6-12 months to help you create your personalized money plan/debt payoff plan and stay on track reach your money goals!
This package includes:
- Financial Planning Session (90 minutes)
- Weekly Accountability Sessions (30 minutes)
- Weekly/Monthly Money Plan + Debt Payoff Plan
- Financial Forecasting/Reporting
- Voxer and Email Support Between Sessions
Personal/Business Taxes
Complete our client tax information form and our Firm will outreach with the next steps!
Client Tax FormBookkeeping/Payroll Services
Let us focus on the numbers and you can focus on what you love the most: serving your clients!
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