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1:1 Session
30 Minutes with a CFP® Pro

Worksheet
50/30/20 Rule Budget Template

1:1 Session
60 Minutes with a CFP® Pro

Workshop
Budget How-To

1:1 Session
Budgeting and Debt Planning Session

1:1 Session
Budgeting Session

Worksheet
Core Values Worksheet

Worksheet
Current Monthly Spending Tracker

Worksheet
Debt Payoff Planner

Worksheet
Dream Retirement Journaling Worksheet

Worksheet
Emergency Fund Calculator Worksheet

Worksheet
Estimated Retirement Expenses Worksheet