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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

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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."