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.
