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Available Online


  • 30 minutes
  • FREE
  • Via Video Conference

Service Description

An introductory conversation where we briefly discuss your unique financial story, goals, an overview of our services, and answer any questions you may have. At no charge, this is a great way to determine if we are the right fit for you.

Cancelation 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

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