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Bliss and Budget

30 Minute Financial Consultation Call

30 Minute Financial Consultation Call

Regular price $200.00 USD
Regular price Sale price $200.00 USD
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During your 30-minute consultation call, you will have the opportunity to speak with Andrew Larsen who will listen to your concerns and help you identify areas where you can improve your financial situation. He will ask questions to understand your financial goals and priorities, and offer recommendations to help you achieve them.

Some topics that can be covered during your consultation call include budgeting, debt management, investing, retirement planning, insurance, and estate planning. Andrew will provide you with personalized guidance tailored to your unique needs and goals, and answer any questions you may have.

At the end of your consultation call, you will have a better understanding of your financial situation and a roadmap for how to achieve your financial goals. You will also have the option to schedule additional consultations or explore our other financial advisory services.


Prior to your 30 minute Financial Consultation Call, we want to ensure that we make the most of our time together. Here are a few action steps that will help us provide you with the best guidance:

1. **Questionnaire**: We will send you a brief questionnaire to complete before the call. This will help us better understand your financial situation and your specific goals.

2. **Financial Snapshot**: Please prepare a snapshot of your current financial situation. This may include information about your income, expenses, debts, investments, and any financial documents that you believe would be relevant.

3. **Expectations**: Think about what you'd like to achieve during our call. Are there specific questions or concerns you'd like to address? Your expectations and goals for the call are important to us.

By taking these steps, you'll help us create a personalized plan and ensure that our conversation is as productive and valuable as possible.


Don't let financial uncertainty hold you back. Schedule your 30 Minute Financial Consultation Call today and take the first step towards achieving financial stability and success!

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