Consulting/Coaching
Family Finance Consultation
- Item Number
- 173
- Estimated Value
- 480 USD
- Sold
- 85 USD to maspearl1
- Number of Bids
- 2 - Bid History
Item Description
Give the gift of financial planning to yourself or a loved one. The successful bidder on this item will receive two one-hour consulting sessions with Rebecca Walsh, Wealth Manager at Pathway Financial Advisors. Between sessions, Rebecca will analyze the information provided by the recipient and provide reports and suggestions on how to proceed. Great for recent college graduates who want a strong start, parents staring at imminent tuition expenses, or those who are looking to retirement, wanting to be sure they are on the right track. You choose the topic of consultation. Please note that we cannot provide specific investment advice during a limited consultation, but most other topics can be addressed.
Pathway Financial Advisors, LLC provides fee-only financial advising and investment management in a sales-free environment. We do not sell any products, represent any companies, or accept compensation of any kind from anyone other than our clients. Our strict independence and fee-only structure ensure that the advice we give serves only our clients' best interests.
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