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Ross Financial Coaching
Financial Reality Snapshotâ„¢
From Financial Stress to Financial Success
Create Complete Visibility Into Your Financial Life
This assessment gives you clarity on where your money is going and reveals patterns that may be keeping you stuck. Time: 30-45 minutes
Preparation Checklist:
Pro Tips: Use actual numbers from statements rather than estimates. If income varies, average the last 3-6 months. Your data auto-saves as you work.
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