Personal Budget Plan

A Personal Budget Plan just for you!

Let us help you reach your financial goals!

We all have a goal we’re trying to reach--perhaps something big like retirement, a new home, or the end of college loans;

or perhaps something smaller like a much-needed vacation.

Continental is here to help!

Silver PBP

$49/month

One meeting to set a monthly budget

Three meetings throughout the year to re-assess your plan

$125 flat fee for individual tax prep

FREE mobile app to track your progress

 

Gold PBP

$99/month

One meeting to set a monthly budget

Four meetings throughout the year to re-assess your plan

FREE individual tax preparation

FREE mobile app to track your progress

FREE monthly reports emailed to you

FREE retirement planning

FREE estate planning

FREE education planning

FREE credit monitoring service

FREE annual insurance review

FREE preparation of planning documents (healthcare proxy, living will, etc)