Services
Financial Life Plan
- Item Number
- 141
- Estimated Value
- 5000 USD
- Opening Bid
- 1995 USD
Item Description
Work with the team of experts at Financial Life Focus to review, design and create a Financial Life Plan that is in alignment with your values. All work is strictly confidential.
A life plan combines the qualitative aspects of people’s lives (i.e. their money mindset and attitudes about money which come from their money history) with the quantitative aspects of what someone earns, spends, saves, invests, etc. It is a goals-based plan that begins with the client’s goals and what they care most about. The process, depending on a client’s readiness, can take several months.
Item Special Note
Financial Life Focus, LLC, is a fee-only Fiduciary, registered with the SEC.
The first meeting must take place no later than April 26, 2015.
Meetings are to take place at Michael Kay’s office in Livingston, NJ.
Michael’s mother, Sylvia Kay, was a member of the NJSO for many years.
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