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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:

  1. Give you tools to track your spending
  2. Help you create a budget
  3. Recommend or give you tools to evaluate monthly spending vs budget
  4. Assistance making tweaks and adjustments to increase your success rate

Schedule a Free Consultation

Ready to take control of your finances? Book a free consultation with us.

Our first priority is helping you take care of your family and your business. In this free consultation we will learn more about you and provide you with options that are available to you.


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."