Fern Partners | Financial Counseling
8-Session Package
What you'll get:
- 8 total hours of 1:1 counseling with founder, Jill Klott
- Assistance maintaining financial documents
- Financial statements
- Financial forecast
- Hands-on support executing your financial roadmap that includes key milestones, decision points, spending plan, and suggested financial routines
- Actionable next steps towards your financial goals
1:1 counseling occurs in eight videoĀ sessions that are 60-minutes each. We suggest scheduling weekly or bi-weekly and you'll receive instructions for selecting your session times following check-out. Please note that we are in Eastern Daylight Time (UTC-4).