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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Financial Well-Being Assessment

Making Finances Simple. Changing Lives.

Financial Well-Being Assessment

    ​
    ​YOUR ULTIMATE MISSION 


    YOUR INVESTMENT STRATEGY 


    YOUR ACCOUNTING SYSTEM



    ​​1) Marriage conflict (out of the ordinary)
    2) Depression
    3) Stress/Anxiety
    ​4) Feelings of insignificance/worthlessness


    YOUR BOOKKEEPING SYSTEM


    YOUR RISK MANAGEMENT STRATEGY


    YOUR MAINTENANCE PLAN

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​​© 2023 Peshke Financial Inc., all rights reserved. NMLS #2244878. "Making Finances Simple. Changing Lives." is a pending trademark with USPTO. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It is recommended that you consult with your own advisors for any personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. Individual Licensure (see profiles) - click here. Send Docs Securely - click here.