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$249.00$349.00

Shea’s flagship product is our Money Matters Assessment, which gives a detailed account of where each client stands financially while projecting how they are trending toward their financial goals. The report makes it simple to create a sound, straightforward, make-sense financial plan to accomplish the baseline financial goal of growth and diversification. The plan is designed to meet each client exactly where they are so that we can take the following steps toward achieving their financial mission.

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Individual, Couple

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