Services
Financial Planning Package from Joe Conlan and Commonwealth Financial Group
- Item Number
- 228
- Estimated Value
- 2500 USD
- Sold
- 295 USD to cs2df8245
- Number of Bids
- 7 - Bid History
Item Description
Financial advisor / planner Joe Conlan of Commonwealth Financial Group will work with you to create a comprehensive financial plan, supported by all the resources of his firm, including a senior partner and a group of analysts and specialists (approximately 10 hours, which is the average time to create a good financial plan for an individual or for a small business).
Through an innovative and sophisticated process, at Commonwealth Financial Group, we design a financial blueprint to assist our clients in developing a strong sense of confidence.
LISTEN: Understand your financial goals, concerns, and dreams.
GATHER: Collect and review your tax, insurance, investment, legal, and bank documents.
DESIGN: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.
BUILD: Collaborate with our team of experts and your other trusted advisors to outline strategies for you.
SERVE: Provide ongoing service to develop a dynamic plan that caters to your changing needs.
For more information, please go to commonwealthfinancialgroup
Item Special Note
There is no obligation to purchase any additional services.
This offer is valid for new and already existing customers.
Location: Boston, Belmont or nearby towns.
Winning bidder will forward 'winning bidder email' to Joe Conlan to coordinate the first appointment. Winning bidder should contact Joe as soon as possible (no later than the end of April) to mutually agree on the first meeting date to begin the consultation.
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