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Financial Wellness

Personal Finance Education Session

Whether it’s buying a home, saving for that next trip overseas, or building your retirement fund, our Personal Finance Education session will get you prepared. Let our professional, certified counselor lead you through the steps of analyzing your current financial situation, setting financial goals, implementing a spending/saving plan and creating a financial strategy that works for you.

  • Review current financial situation
  • Analyze debt ratios and personal balance sheet
  • Establish a cash flow budget
  • Create a savings plan
  • Set financial goals and devise an action plan to achieve them
  • Access free financial tools and resources

Make today the day that you take charge of your financial future. Call Apprisen to schedule your Personal Finance Education session today or click on the link to request an appointment.

$75. Fee may vary based on applicable laws and regulations.





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Financial Stress Test

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Think your finances are looking good, but want to be sure? Maybe you are experiencing financial problems, but are not sure how bad they are. Take the Financial Stress Test to find out where you stand.

Apprisen wants to help you take control of your financial future. Get started now by choosing one of our comprehensive and confidential ways to help you get back on track with your finances.

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