Financial Coaching

We'll help you organize your financials so you'll know if you have enough to retire. We'll help close the "gap" between income and budget and help put you in contact with relevant experts, as needed. You'll be confident in your understanding of your financial picture after our coaching sessions!

Fee: $99

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Rockin' The Third Act Success Stories


"Thanks Jeri. You have been amazing. Thank you for all your help with making my retirement dream come true."

- Karen