Tax Refund Money Management

Do you have a long term plan for your Tax Refund?

The goal of these sessions is to use income tax refunds to support clients in attaining a better financial situation not only for the months ahead, but also for the long term by:

  • Assisting clients in mapping out a detailed plan for maximizing the impact of their income tax refunds, wherein clients are assisted in prioritizing and addressing their financial responsibilities.
  • Working as team with the client in developing a step by step approach to fully utilize every dollar of their tax refund.