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Financial Planning Consultation
- Item Number
- 1100
- Estimated Value
- 450 USD
- Opening Bid
- 75 USD
Item Description
Includes two meetings (approx. 1 hour each) at our new, state of the art offices (WLA or DTLA) and a personal planning analysis. Nothing extra to buy. We work with many local clients. Have you ever stayed up at night wondering if you are on track for your retirement or your children's college planning? Do you wonder if your investments are allocated to withstand economic ups and downs? Do you know if you are maximizing every opportunity to plan effectively for your family's financial future? A financial planning consultation may help you answer some of those important questions! Win a comprehensive financial planning consultation to cover your most important concerns including but not limited to: college funding, retirement projections, risk management, estate planning, and investment advice. Many people have put the effort into starting and saving into different plans but they do not have an overarching plan to keep them efficiently on track. Chantel Bonneau, CFP, CLU (featured in Forbes, WSJ, USA Today, Money, Time, Hellogiggles, TheStreet.com and more) and Audrey Thompson-Plager MBA, Financial Advisor, will walk through your financial landscape and provide an analysis and commentary to help you achieve your goals. A not to be missed opportunity!
Item Special Note
Includes two meetings (approx. 1 hour each) at our new, state of the art offices (WLA or DTLA) and a personal planning analysis. Nothing extra to buy. We work with many local clients.
*Expires 12/31/2017
*winning bidder covers postage for shipping if not picked up. This item can be e-mailed at no cost.
More info: http://www.chantel-bonneau.com
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