Rome wasn't built in a day, nor will you walk away with all the answers or solutions to your questions after this appointment. ​

We will discuss your current situation, hone in on what you want to achieve, and gather information such as what you:
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• earn
• spend
• own
• owe
​​

​ From there we will be able to work out: ​
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• How much you can afford to borrow right now.
• How to set realistic budgeting & savings goals.
• How to make to sure you have the most appropriate loan, credit and savings account structures. and technology to track your progress.
• Provide you with apps & software options to make life easier for you.