Services
Financial Planning Sessions and Planning Summary with Nvest in Kennebunk
- Item Number
- 202
- Estimated Value
- 1500 USD
- Opening Bid
- 150 USD
Item Description
Plan ahead and be prepared for the future!
Complete Financial Plan with Nvest in Kennebunk - Includes Two Financial Planning Sessions with a Planning Summary Provided - $1,500 value
69 York Street, Kennebunk, ME 04043
(207) 985-8585
Learn more about Nvest Financial Group.
The purchaser of this certificate will be taken thru an in-depth financial planning process. This includes the following two meetings:
1. At this first meeting, the purchaser will have gathered the requested financial documents and bring them to this meeting (see attached list of requested documents). The planner will ask many questions to get to know the purchaser’s financial situation in detail along with defining their goals and objectives. Some areas of discussion include; retirement planning, income generation in retirement, risk management and analysis, investment strategies, estate planning, and any other areas of focus that may be relevant and important to their situation.
2. At this second meeting, the planner will provide a detailed planning summary along with a checklist of recommendations for areas that may need further attention. They will review the summary together, step-by-step so that the purchaser will gain a better understanding of how to work towards achieving their pre-determined goals.
ABOUT NVEST | Our Philosophy
|
"Trust is the glue of life. It's the most essential ingredient in effective communication.
Nvest Financial Group is a premier independent boutique financial firm working with individuals, families, and businesses to address their financial needs in a clear and systematic manner. |
Item Special Note
This item can be picked up at the United Way of York County office.
United Way of York County - 36 Water Street - Kennebunk
Office hours are 8:30 - 4:30 Monday - Friday.
Donated By:
United Way of York County stores data...
Your support matters, so United Way of York County would like to use your information to keep in touch about things that may matter to you. If you choose to hear from United Way of York County, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so United Way of York County will keep your personal data secure and United Way of York County will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.

