What Are Your Financial Goals?
Rica offers personal financial planning sessions. Every client leaves with a plan, personal budget and spending tracker. Let Rica help you with budgeting and diversifying your portfolio. Maybe even taking a little bit of a risk too!
Find The Consultation Right For you
30 Minute Standard
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Initial Consultation
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Budgeting
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Saving Plan
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Debt Repayment Strategy
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Text and Email Support
1 Hour Standard
Per Session
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Initial Consultation
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Budgeting
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Saving plan
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Debt Repayment Strategy
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Text and Email Support
30 Minute Premium
Per Session
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Everything Included in Standard
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Investing
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Joint planning
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Retirement Planning
1 hour Premium
Per session
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Everything Included in Standard
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Investing
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Joint Planning
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Retirement Planning
Have a friend?
20% off if they book with Rica!
Referred to Rica?
First 30 Minutes is free!
Services Include:
Budgeting
Building a personalized budget, setting time-sensitive personal financial goals, and tracking monthly expenses.
First Time Home Buying
Planning and building time-sensitive saving and investment strategies for becoming a first-time homeowner. Discussing how to shop for a mortgage, compare lender rates, and qualify for local first-time homebuyer programs.
Debt Repayment
Paying down credit card debt, medical debt, student loans, and other personal loans.
Financial Coaching
Discussing spending habits, saving habits, and tips for limiting impulse purchases and avoiding overdraft fees and credit card debt.