When you hire us as your year-round financial mentor and concierge, we’re there for you every day of the year. We keep track of all the important dates and opportunities to make sure you never miss one. That’s a service that’s bound to pay for itself, often in just one opportunity that’s not missed! Head to our Services/Rates page and look at everything that’s included. What an incredible value. The catch? We only do this for a limited number of clients each year, so we can truly be available to them in an on-demand fashion and for regular monthly meetings. The number of current slots available is shown on our home page.
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