MISSION STATEMENT
Improving the financial welfare of the community, one client at a time.
VISION STATEMENT
Creating a culture where the ultimate answer is “YES” to all your financial endeavors!
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BUDGET COUNSELING
Assist clients with creating a favorable spending and saving plan. Clients will be required to complete an income, expense and debt sheet prior to their appointment and return it to the office 3-5 business days prior to their appointment. Budget counseling will include ways to save on gifts, food and various service, as well as, referring to an investment advisor should there be a surplus in the budget.
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