Financial Planning Session with Certified Financial Planner (CFP)

Bidding Supports: Vera Aqua Vera Vita (Murphy, TX)

Item Number
74
Value:
500 USD
Online Close:
2021-05-20 22:00:00.0  –  Bid Extension

Description

A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER. Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session.

Item Special Note

Please note: The sessions will be done over Zoom or Phone.