Budget Coaching
After completing your Holistic Financial Review with us, it may become evident that Cash Flow and Debt Management is your highest priority.
Averett Financial offers a series of Budget Coaching sessions to:
- Give you tools to track your spending
- Help you create a budget
- Recommend or give you tools to evaluate monthly spending vs budget
- Assistance making tweaks and adjustments to increase your success rate
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
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How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."