Personal Finance Consultation
As we go through life’s changes, adjustments, new employment opportunities or realizing the benefits available at our current place of employment- personal finance structures matter.
MEETING ATTENDANCE AND SESSION LENGTH
Meeting dates and times will be discussed and agreed upon in advance of the first session. The session length is 1 hour. Sessions will consist of guided practice, independent practice, review and assessment for improvement activities.
ORIENTATION AND EVALUATION
One of our awesome, skilled and dedicated professionals will contact you within 24-48 hours to schedule an orientation and initial evaluation.
ENGAGEMENT AND ABSENCE FROM SESSIONS
If in the course of services, it becomes apparent to one of our learning specialists that a client is not engaging in the learning process or fails to attend the sessions as scheduled we reserve the right to discontinue services following a scheduled session.