top of page

Available Online

Financial Check-In

  • 45 minutes
  • FREE
  • Via Video Conference

Service Description

For a limited time, our Financial Check-Ins are available for us to discuss your progress and outlook for accomplishing your annual financial goals. We will briefly discuss your unique financial story, goals, and answer any questions you may have. You'll also be provided with a high-level Action Plan after our call.

Cancellation Policy

To cancel or reschedule, please contact Donica at at least 24 hours in advance before your scheduled appointment time. "No-shows" without sufficient advanced notice will be assessed a full appointment charge.

Contact Details

(786) 879-2365

bottom of page