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PERSONAL SERVICES

SINGLE, ONE TIME SERVICES

Budgetary Services

Children/Senior Financial Assist

Financial Review/Management

Home Buyer Expert Advice

Inventory/Record Keeping

Investment Management

Moving Planning

Personal Project Tracking

Personal Reporting

Personalized Record Keeping

Personalized Planner

Retirement Planning

Personalized Single Service(s)

PERSONAL SERVICES

REPEAT SERVICES

Children Money Management Advice/Assist

Daily Money Management

Senior/Elderly Care Daily Money Managment

Personalized Record Keeping

Monthly Financial Services

Personalized Repeat Service(s)

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