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Personal Financial Advisor / Coach – SEA

Seattle

Personal Financial Advisor / Coach - SEA

A newly married couple in Seattle is looking for financial advice. (We might help them with their bookkeeping needs, but we don't offer financial advice, so need to make a referral for this.) The client has significant credit card debt. They want help determining how to share responsibility for the debt, and how to split up ongoing expenses. One of them is a business owner (salon) and the other is a federal employee. It would likely be a small client. Their mortgage is $4500/month.
Apr 25, 2025

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