Upward Personal Finance LLC
- Finance and Insurance
Heber City, UT 84032
(435) 602-9188
Hours:
T: 11-8
W-S: 11-5
Closed Sunday and Monday
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About
We help women to be confident and in control of their financial lives.
Upward Personal Finance is a personal finance consulting and coaching firm for women. Since we are a woman-owned business, we understand your perspective. We focus on the unique needs and concerns of our female clients and speak your language. We operate with a “No shame. No blame.” philosophy. Our approach is designed to get at the heart of:
Realizing why money is important to you and understanding your values around money
Identifying your prioritized financial goals and setting action items to reach them
Partnering together to create a simple plan and reach your value-based goals faster
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Highlights
- Spending Plan Creation
- Net Worth Statement
- Short-term Savings Plans
- Long-term Savings Plans
- Smart Debt Strategies
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Media
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Whom to Contact
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Kasey Ring
President/Owner
Phone:
(435) 602-9188
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