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PERSONAL FINANCE

We believe financial advice is about having a plan that is customized to reflect your life's goals beyond just your finances. 


Goal Setting

Goal Setting

Duration: 30 min

We Help you make more informed and effective financial decisions... Feel relieved, confident, self-assured and empowered-- and good about your wealth

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Budget Management

Budget Management

Duration: 60 min

We take great joy in helping clients attain the lifestyle they’re striving for, maintain that lifestyle for the rest of their life and for generations to come

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Education Financing

Education Financing

Duration: 45 min

Determine if you or your children have enough money to attend any academy, schools, college, university or Institute.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@DefiningYourWealth.com | (775) 525-1040