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Ongoing Cash Flow and Debt Management

Monthly payment option

  • 1 h
  • Billed monthly
  • Zoom or In-person

Service Description

Ongoing cash flow and debt management planning includes providing the client with a cash flow analysis, debt reduction plan, and sustainable budget. Also included are monthly monitoring meetings with the clients via phone call, email or text messaging as well as semi annual budget planning meetings. Ongoing Cash Flow and Debt Management Services are billed at a rate of $50 per month. Fees are charged on a monthly basis in arrears.


Contact Details

7273044559

Ricardo@insightfamilyfinancial.com

Dunedin, FL, USA


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