Financial Clarity & Planning Session
A personalized 90-minute session designed for women ready to get their finances together. We review your full financial picture — income, spending, debt, credit score, savings, and long-term goals — and create a clear plan for where you need to be. You’ll gain knowledge, tools, and confidence to manage your money effectively. Recommended yearly. Includes: • Full review of current finances • Better budgeting strategies tailored to you • Credit score check & walkthrough • Long-term goal planning (home, travel, debt payoff, lifestyle) • Insurance review & recommendations • Slide deck with screenshots, notes, and action steps • Custom monthly budget worksheet Duration / Service Details: • 90 minutes • Delivered virtually via Zoom • Recommended yearly check-in • Prepayment required • Optional follow-up session: $75–$125
At Balanced & Black, we are committed to providing personalized, high-value financial services. Due to the customized nature of our sessions and work, all services are non-refundable. If you have any questions or concerns about your session, please contact us, and we will work with you to address your needs and ensure you get the support you booked.