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2023 On-Demand Replay
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2023 On-Demand Replay
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2025 GENERAL ADMISSION
Pro Plan
$15/mo
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Pro Plan
$15/mo
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$15
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WHY REAL TALK?
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Electives
Elective options vary depending on which membership level a client has selected.
Credit Card Payoff Analysis
Student Loans Payoff Analysis
Home: Rent vs Buy
Mortgage Refinance Analysis/How to Pay Off Your Mortgage Sooner
Credit Card Score & Analysis
Social Security Benefits Review
Personal Budget Analysis
College Planning
Employer Retirement Plan (401k, 403b, etc.) Analysis
Specific Goal Planning (Home Purchase, Car Purchase, Wedding, etc.)
Purchase Analysis: Spend vs Borrow
Auto Lease vs Buy Review
Loved Ones Analysis
Account Beneficiary Review
Determine if a Living Trust/Will is Needed
Determine if POAs are Needed for Health/Financial matters
Determine if a Guardianship Clause is Needed
