Boss Wealth Consultation

$75.00

Boss Wealth Consultation is a personalized 90-minute session dedicated to improving your personal finance. Together, we’ll review your current financial standing, goals, income and expenses. Then, create a wealth plan based on your goals. Read below for full details.

Boss Wealth Consultation is a personalized 90-minute session dedicated to improving your personal finance. Together, we’ll review your current financial standing, goals, income and expenses. Then, create a wealth plan based on your goals. Read below for full details.

Goal Tracker Consultation Goal Tracker Consultation Goal Tracker Consultation
Goal Tracker Consultation
from $45.00
Session Type:

What’s included:

  • Analyze current income & expenses

  • Comprehensive understanding on how to maximize your benefits (HSA or FSA & 401k or 403b)

  • Setup a monthly budget based on your goals

  • Setup recurring investments for retirement & long-term goals

  • Setup savings emergency fund

  • Setup debt repayment plan (if applicable)

  • Learn how to build your credit score

Once payment is processed, you will receive a confirmation email. Within 1-2 business days, you will receive an email with an assessment questionnaire and scheduling link to set up the virtual meeting.

Disclaimer: Content and services provided by Ecommerce With Lee LLC, also known as Boss Lady Budget, are intended for educational purposes only and should not be considered as professional or legal advice. It is important to note that Ecommerce With Lee LLC, also known as Boss Lady Budget, is not a certified financial planner or advisor. Past performance does not guarantee future results