Building Solutions to Financial Well-Being
Building Solutions...
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Team Approach - Listening and Problem Solving together Eduact
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Education and information to apply to Action Plan Steps
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Tools and Resources to help along the way
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Full support to implement changes that lead to...
Financial Well-Being...
Having the Financial Freedom to be able to make the choices that allow one to enjoy life
There is Help... There is Hope!
Free Initial Consultation
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Listening and Evaluation of Financial Position
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Identifying Positive & Negative Behaviors
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Discover Money Habits and Attitudes
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Development of a Plan of Action
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Assess the client's desire for Change
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Scheduling of Counseling Work Session(s)
Manage Your Money
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Build and Live Within a Spending Plan
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Strategies to Survive and Thrive Month-to-Month
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Establish Needs and Wants
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Spend based on Priorities
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Mangae Debt and Improve Credit Score
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Reduce... and even Eliminate Debt
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Save for Unexpected Expenses
Information to Make Decisions
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Education on Financial Topics
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Evaluate Credit Offers
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Improve Relationships
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Shopper Education
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Loan Consolidation Information
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Managing Student Loans
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Get the right Insurance Coverage
Set and Achieve Goals
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Set and Achieve Short Term Goals
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Strategies to Meet Intermediate & Long Term Goals
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Save for Kids College
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Make Major Purchases
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Pay off the House
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Retirement Planning Strategies
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Importance of Giving & Using Money effectively
