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$1,680 (or monthly at $280)
You usually pay bills on time and have some savings, but you feel unorganized when setting your financial goals and need support taking your finances to the next level.
Clients on this plan have:
Cut down on their monthly expenses
Created a budget based on their goals
Paid off credit card debt
Established a 6-month emergency fund
Established a retirement plan that includes accounts from their employer (401K) and non-employer accounts (IRA)
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