Los Angeles / OC
Financial Planning Services
- Item Number
- Estimated Value
- $1,500 USD
- $39 USD to lchun
- Number of Bids
- 1 - Bid History
Financial planning services for the new couple, including identifying and clarifying goals, cashflow management and budgeting tools, savings and investment plans, insurance analysis and estate planning.
Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the challenges that inevitably arise in every stage of life.
Package includes 3 meetings to design, construct and implement the personalized financial plan.
Start your new life together on the right foot! With my guidance, you'll learn how to manage your cashflow, handle new shared expenses, plan for your future together and establish healthy financial practices. Money can be a source of disagreement in marriage...don't let this happen to you!
Please contact vendor for black out dates, restrictions or special instructions prior to bidding.
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