Life & Money Matters focuses on 8 specific topics

  • No payment is requested from a client at the start of counseling.  
  • One or more of the 8 topics are molded into a practical plan for the client. 
  • Financial counseling sessions are private and tailored to each individual client's needs.  
  • Multiple sessions foster comprehension of concepts and allow client actions as agreed in sessions.
  • L&MM does not sell investments or products.  

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