One-Time Financial Assessment fee of $200.00

This fee is non-refundable

This fee pays for the two plus hours of time to meet with you to establish your Cash Management Plan and assess your financial situation. There will be an additional 6-8 hours of work to set up your accounts and confirm Cash Management Plan. Often, your expenses and income could be more or less than you thought. What allows us to manage your cash and pay your bills is sufficient and reliable income. Fluctuation in income makes this an obvious challenge. We will do our best, with your help, to overcome this challenge.This Financial Assessment session DOES NOT ensure that you'll qualify to be on our program.