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2023 Financial Strategy Session

What if you set financial goals for next year?

What if you created actionable steps to help you achieve those goals?

What if you had a financial expert to help you plan for next year?

It’s time to build your dream life in 2023

— Caroline Tanis, Financial Advisor, Strategist, & Speaker

During this 60-minute 1:1 session with Caroline you will build a focused and actionable plan for 2023.

Our goal is to focus on building YOUR dream life

Who is this for?

What will we do?

a 60 minute 1:1 session with me (Caroline) to help you determine

  • what your 2023 goals are
  • what is the cost or financial component of these goals
  • build an action plan to help you acheive them

So What’s the Cost?

In honor of Black Friday and the holiday season, we are offering this session at a 25% discount for a limited time

Don’t forget there’s a cost to not planning for 2023. Like what you ask? Another year of not reaching your goals. Another year of being unsure of what you are trying to achieve. Another year of not having a cheerleader in your corner knowing that you can build your dream life.

Questions? Feel free to send us a message here.

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