2 Hour Financial Planning Session
- Item Number
- Estimated Value
- $500 USD
- $167 USD to thaf08f01
- Number of Bids
- 1 - Bid History
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 college planning, retirement planning, maximizing stock options and managing inheritances for clients.
Please contact firstname.lastname@example.org to coordinate the initial consultation. Consultation can be done in person or Skype.
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