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Freelancing Rate Calculator

1:1 Session
Full Financial Planning Package

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Holiday Gift Budget and Tracker

1:1 Session
Homebuying Strategy Session

Workshop
Investing, Part 1: How It All Works

1:1 Session
Money Checkup

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Non-Monthly Expenses Calculator

Worksheet
One-Number Budget Template

Workshop
Planning for Your Dream Retirement

1:1 Session
Retirement Planning Session

1:1 Session
Unlimited Access to a CFP® Pro

Worksheet
Vacation Budget Planner Worksheet