Dual Income 6 Month GROW Plan
- 15 min15 minutes
- 300 US dollars$300
- Microsoft Teams
This is not a meeting to discuss finances but the process. We will ask that you provide us all of your financial data with important information blacked out (not actual account login, PDF's). Formally speaking of all monthly statements and a note of cash recurring expenses. You will only have to answer a questionnaire form. This is for dual income clients that prefer not to meet on a recurring basis. From there, GROW will complete a budget plan for you the next six month.
To cancel or reschedule, please contact us 48 hours in advance. If you reschedule within 48 hours, there will be a small fee added to the meeting booked. If the schedule is rescheduled by GROW, there will not be a fee.