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60 minute Financial Examination


A personal financial exam is a comprehensive review of an individual’s financial situation. This examination evaluates your financial health and identifies areas where improvements can be made.

During our life’s journey financial trouble can surely get the best of us and teach us many lessons if we’re open and honest to make the necessary adjustments to course correct our financial journey and legacy.  Just as a student has to go through the education process of learning lessons and once they are completed an examination takes place to see if what was learned has been retained and applied correctly to yield an outcome of successful achievement, so it is with your financial education.  This Final Examination ensures that you leave this session with a clear identifiable assessment for successful application and achievement that transforms your financial story to triumph.


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