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Basic Financial Literacy Education Monthly Income/Spending Analysis Current Budget Audit Monthly 1 Hour Call 3-4 Goal Setup with Action Steps Unlimited Text Message Access* Future appointments will be scheduled after each session. *Clients can send text messages whenever they wish, but responses will be within respectable business hours.

Basic Financial Literacy Education Monthly Income/Spending Analysis Current Budget Audit 1-Hour Call Monthly 1-2 Goal Setup with Action Steps *Future appointments will be scheduled after each session.

- Previous Month's Income/Spending Analysis - Problem Area Identification - Goal Setting for Improvement - Action Items to Meet Goals (This service does not include education or accountability)

Financial Literacy Education Financial Wellness/Health Support Weekly ​Income/Spending Analysis Budget Creation and Bi-Monthly Updates Weekly 30 minute call Unlimited Text Message Access* Set Goals and Action Steps (with accountability) Future appointments will be scheduled after each session *Clients can send text messages whenever they wish, but responses will be within respectable business hours.

Financial Literacy Education Financial Wellness/Health Support Weekly Income/Spending Analysis Budget Creation and Bi-Monthly Updates Weekly 1 Hour Call Unlimited Text Message Access* Set Goals and Action Steps (with accountability) Future appointments will be scheduled after each session *Clients can send text messages whenever they wish, but responses will be within respectable business hours.