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Life throws many surprises at us, and while we cannot predict the outcome of every situation we face, we can take control of how we respond to life's challenges and road blocks. With Unwind Financial Consulting Services, you’ll learn how to evaluate your current financial state and the steps to change the narrative for a brighter and empowered future. We walk with you so you don't have to walk alone.
Offering Financial counseling in 3 stages over the course of a month. initial meeting, homework and following up 45 minute meeting, and then a final 30 minute review to assess programs and next steps. Helping people address issues concerning Budgeting, Debt Management, Credit, Bankruptcy, Steps to Estate Planning, Investing basics, Planning for Retirement, Goal Setting, Care Coaching, Divorce, Layoffs, and more. My clients also have access to email me for assistance and additional support.
60 min · USD150.0This discovery call is to assess the clients needs, what to expect from Unwind Financial, and insure that there is a good client counselor fit. There is no charge for this session.
15 minHelping small business owners and start-up overcome financial challenges, assess current business models, create strategies for growth, review business plans, help identify and eliminate unnecessary overhead expenses, and more. I help you clearly define what your business so your message is clear to your audience.
60 min · USD300.0Mobile Notary Services for Real Estate, Business, Insurance, and Legal Documents. Serving the DFW Metroplex area. I will meet your clients at their home, office, or other coffee shot for their convenience.
30 min