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INDIVIDUAL SERVICES

PERSONAL FINANCIAL PLANS: A personal financial plan is an effective way to manage all areas of your financial life. Think of your personal financial plan as a map that shows you how to save, spend, and invest to reach your goals. The consultation fee will be deducted from you annual fee if you choose to sign the contract. If you don’t choose the contract option you will get the personalize budget plan on an excel spreadsheet to help you reach your goals.

CREDIT/DEBT COUNSELING: Our credit counseling service will help you determine the best way to approach your financial situation and provide the best options for managing your debt. We will assist in analyzing your current financial situation, provide personalized options based on your goals, and recommend the optimal debt management plan to achieve financial stability.

PERSONAL INCOME TAX: 2SAVEGREEN will efile your individual’s Federal and/or State return. Most refund are received with 7-10 business days.

FEES

Personal Financial Plan: $50 (consultation fee) $600 (annual contract fee)
Credit/Debt Counseling: As low as $75











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