Free New Year Financial Check-In & Planning Service
Start the year confident—not stressed!
As we step into the new year, this is a great opportunity to pause and evaluate where you are financially and where you want to go. I offer a friendly, easy-to-understand planning session to help you organize retirement plans, savings goals, insurance needs, and future priorities. Whether you're starting fresh or refining your strategy, this is a free and relaxed conversation-based process.
This Hot Deal is promoted by San Marcos Area Chamber of Commerce.
