Document Preparation & Financial Education – Option C | Enrollment Payment – $300
Document Preparation & Financial Education – Option C | Enrollment Payment – $300
This $300 payment is the initial enrollment payment for our 6-Month Document Preparation and Financial Education Services Plan under Option C – Monthly Payment Plan.
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: $300
• Five Additional Monthly Payments: $140 each
• Total Service Plan Cost: $1,000
The Option C Monthly Payment Plan includes a $100 payment-plan markup compared with the $900 paid-in-full option.
Today’s $300 payment begins enrollment in the 6-month service plan. Five additional payments of $140 are due monthly following the initial enrollment payment.
