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New Budget/Debt Management Package

New Budget/Debt Management Package

If you or a loved one is struggling with managing finances, I’ve started offering a package that is designed to educate, motivate and inform the recipients of how to get a handle on their money. The menu item from my services page follows:

Back On Track Plan {Great Gift Idea for Those You Love!}
This is a judgment-free plan for those of you that are struggling with debt or with being able to save.

  • We will create a budget and identify areas where you can cut
  • We will create a debt repayment plan
  • We will recommend a savings target
  • We will have a thorough discussion of the findings in order to educate and motivate

Typical cost: $450

If you know of anyone that would benefit from this service, please forward the link to them.

http://duncanfinancialplanning.com/services/financial-planning-packages/

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