Work With Me

work with a financial planner

You work hard, but somehow there is very little to show for it at the end of the month.  You’re tired.  You’re done living paycheck-to-paycheck, pulling your hair out and never making any real progress towards your goals.
Sound familiar?  If it does, then you’re in the right place!
This is for those of you who are ready for a different type of guidance with honest advice.  You might be someone who…
  • Wants to take the next steps to your financial freedom
  • Considers themselves open and willing to learn a new way
  • Realizes there is another way
  • Wants to do more and provide for your children

Why me? I want to get know you, all of you.  I want to understand what drives you, moves you and your passions.  My process is different and I’m okay with that.  I want to be different because the same old thing doesn’t work.  Together we will go through:

  • A Discovery Packet: you’ll receive an information packet to complete, which will help me understand you before we schedule a conversation.
  • An Initial Consultation: we’ll schedule time to have a conversation over the phone or Skype.
  • A Goal Stage: you and I will prioritize your goals and determine what’s most important to you.
  • Creating a Road Map: after getting to know you and your goals, I will put together a plan to help you reach your goals.
  • An Annual Review:  once a year, we will get together over e-mail to discuss your progress, changes to your goals and evaluate your Road Map.

I AM A CERTIFIED FINANCIAL PLANNER™, A FAMILY BUDGET EXPERT AND I AN ADVOCATE FOR YOU.  THIS IS WHAT I DO FOR A LIVING – HELPING FAMILIES BREAK THROUGH THEIR MONEY HABITS TO DISCOVER A PLAN.

I WANT TO HELP YOU NAVIGATE THROUGH THE FINANCIAL MAZE SO YOU CAN FINALLY STOP BEATING YOUR HEAD AGAINST THE WALL.

This one-on-one process starts at $300. 

For more details, contact me and we’ll get started.

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Meredith Rines, MBA, CFP®, a budget and financial strategist helping families pay off debt and live the life they've always wanted.

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