Spending Game Concierge Service
About the Service
border_color
Concierge Service Options
  • Option 1: Personal tutoring through Zoom webinars with member who wants additional one-on-one guidance after the essentials course.
  • Option 2: Basic data entry of a present position based on a CQ or similar information received from member.  Completed present position will be returned to member with a recap video.
speaker_notes
Requirements & Understandings
  • Tutoring and basic data entry of a present position case is based on the details you provide; no "advisor" recommendations will be provided on case direction.
  • Time to be billed will include everything associated with building your case: phone calls, emails, case review and tutoring time together, etc.
Sign-up Today
NAVIGATE
TRAINING
SOCIAL
CONTACT
Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com 

ALL RIGHTS RESERVED. © 2021.   |     PRIVACY POLICY    |     TERMS

[bot_catcher]