Lomi Psychotherapy Clinic – Lomi 2017 Auction Fundraiser
Auction Ends: Nov 19, 2017 10:00 PM PST

Services

Financial Planning Consultation

Item Number
345
Estimated Value
500 USD
Opening Bid
165 USD

Item Description

A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan. Nick specializes in retirement planning, portfolio management, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done over the phone/Skype if needed.

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