Service Description

We kick off with an initial consultation where we delve into your financial needs and goals. This helps us understand how we can best assist you. To book a consultation, simply visit the "Book Online" section of our website and click on the "Book Now" link. Once the consultation is booked through Calendly, you will receive an email from PayPal to complete payment for the service. Please note that all payments must be received within 2 hours of the appointment. Failure to pay for the service will result in the cancellation of your appointment. Thank you for your cooperation, and we look forward to assisting you with your financial needs. Consultation services are nonrefundable. Renew offers the ability to reschedule within two weeks of your cancelled/missed appointment. All consultation fees are applied to your service(s).