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Financial Guidance

Get clear, practical financial guidance to help you manage money wisely, reduce stress, and make confident decisions for your personal or business goals.

Personalized plans to build wealth and secure your financial future.

Personal Financial Guidance

Starting at $85

Budget planning, cash flow review, savings strategy, debt payoff planning, emergency fund planning, financial goal setting, and income allocation support.

Tax-Smart Financial Guidance

Starting at $125

Retirement contribution guidance, W-4 reviews, refund planning, self-employed income planning, quarterly tax planning support, and tax-efficient financial habits.

green plant in clear glass vase
green plant in clear glass vase
a group of credit cards sitting next to a cell phone
a group of credit cards sitting next to a cell phone
Credit & Financial Readiness

Starting at $99

Understand your credit report, identify financial habits that need attention, and prepare for future borrowing or homeownership. Sessions focus on education, budgeting, payment planning, and practical next steps. Credit-score increases and lending approval are not guaranteed.

Financial Guidance Pricing

Contact Us

Reach out to Solstice Financial for personalized financial guidance tailored to your goals.

Contact

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info@solsticefs.com

(972) 920-4966

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Disclaimer: We provide tax preparation, tax strategy, business support, and general financial education. We do not provide investment, legal, or securities advice. When appropriate, we may refer clients to licensed professionals.