Document Preparation & Financial Education Option B | Payment Two – $450

This $500 payment is the initial enrollment payment for our 6-Month Document Preparation and Financial Education Services Plan under Option B – Two Payments.

Services include organizing and preparing client-provided financial documents and providing educational resources and guidance to help clients better understand and address information appearing within their personal financial records.

Payment Schedule:
• Initial Payment Due Today: $500
• Remaining Payment Due Within 30 Days: $450
• Total Service Plan Cost: $950

The Option B Two-Payment Plan includes a $50 payment-plan markup compared with the $900 paid-in-full option.

Today’s $500 payment begins enrollment in the 6-month service plan. The remaining $450 balance is due within 30 days of the initial payment.