WAH MEI SCHOOL – Auction: 2018 Wah Mei Spring Gala and Auction
Auction Ends: May 24, 2018 11:00 PM PDT

Services

2 Hour Financial Planning Session

Item Number
346
Estimated Value
500 USD
Opening Bid
25 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 college planning, retirement planning, maximizing stock options and managing inheritances for clients.
  • Please contact nick@gerberkawasaki.com to coordinate the initial consultation. Consultation can be done in person or Skype.

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