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You're about to take the first step towards changing your finances for good forever!

I'm so excited for you!

During your free jump start session we are going to take 30 minutes to get acquainted and...

  • Review Your Overall Finances
  • Understand Your Situation
  • Give You Honest and Objective Feedback
  • Give You 1 or 2 Tips You Can Use
  • Give You Options For Moving Forward

But most importantly, hope and motivation!

After you book the last step will be to fill out my 100% confidential snapshot form by 2 days before so I can be prepared and able to serve you best!

Jump Start Sessions are held at my office in Branford, CT or virtually via Zoom Video Meeting if you can’t or don’t want to travel here. There is no obligation or pressure whatsoever to work with me.

(Not familiar with Zoom?  Don't worry.  It's easier than Skype!  The simple 2 step instructions will be emailed to you.)


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Two Step

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