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How it works
1
Pick a Time
Schedule your complimentary consultation for a date and time that works for you.
2
Meet Your Coach
Connect with JC Rodriguez and get the next steps for your money situation.
3
Start Your Journey
At the end of your consultation, you'll be sent a "Financial Snapshot" to complete before our FIRST Coaching Session.
What's a Financial Coach?
A personal guide to help you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. With our assistance, you'll create a financial plan tailored specifically to your needs, your lifestyle, and your behavior. And working through this plan will give you the peace of mind for your future.
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Get started now with your complimentary consultation with a Designated Financial Coach.
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