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)