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Topic
Budget, Debt & Planning
Investing + Retirement
Type
30 Minutes with a CFP® Pro
1:1 Session
30 Minutes with a CFP® Pro
50/30/20 Rule Budget Template
Worksheet
50/30/20 Rule Budget Template
60 Minutes with a CFP® Pro
1:1 Session
60 Minutes with a CFP® Pro
Budget How-To
Workshop
Budget How-To
Budgeting and Debt Planning Session
1:1 Session
Budgeting and Debt Planning Session
Budgeting Session
1:1 Session
Budgeting Session
Calculator to Help Budget for Inconsistent Income
Worksheet
Calculator to Help Budget for Inconsistent Income
Calculator to Split Expenses With a Partner
Worksheet
Calculator to Split Expenses With a Partner
Core Values Worksheet
Worksheet
Core Values Worksheet
Current Monthly Spending Tracker
Worksheet
Current Monthly Spending Tracker
Debt Payoff Planner
Worksheet
Debt Payoff Planner
Dream Retirement Journaling Worksheet
Worksheet
Dream Retirement Journaling Worksheet
Emergency Fund Calculator Worksheet
Worksheet
Emergency Fund Calculator Worksheet
Estimated Retirement Expenses Worksheet
Worksheet
Estimated Retirement Expenses Worksheet
Financial Plan Refresh Package + Unlimited Support
1:1 Session
Financial Plan Refresh Package + Unlimited Support
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