Financial Wholeness
6 financial topics in 12 one-on-one sessions.
Service Description
Welcome to your one-stop financial shop where we teach all things MONEY! Financial literacy made easy and broken down into 6 topics and 12 sessions over the course of 6 months... at an affordable price! These individualized sessions are facilitated by a Certified Financial Social Worker and discussion topics vary per client choice as follows; saving and spending (from a financial social work perspective), credit repair strategies, small business development, introduction to investing for beginners, and retirement planning. Easy to understand materials that are updated and researched as best practices to build wealth!
Cancellation Policy
Consultations require a fee of $19.99 which will be applied to any future services within the next 90 days. There will be no refunds for no-shows, however, you may reschedule at no additional cost within 30 days. Please keep your appointments and get your questions answered!
Contact Details
616-422-5801
lakeshorecmrs@gmail.com
Holland, MI, USA