Services
Financial Planning Check-up and Follow-Up Support with Susan Olson, CFP, CDFA
- Item Number
- 147
- Estimated Value
- 1000 USD
- Sold
- 325 USD to kerata2
- Number of Bids
- 4 - Bid History
Item Description
- This is a Comprehensive Financial Check-up* for business owners or families. In addition to conducting a "financial physical" for you, Susan will help you to determine what steps you can take towards meeting your most important goals.
- Support will be tailored to your needs, but may include estate planning, budget review, cash flow planning, insurance review, retirement planning, tax planning, and more. We'll meet by phone first to discuss and prioritize your needs, then meet for 90 minutes in person. You'll walk away with written recommendations plus follow-up support to implement them.
- Susan Olson is a former Director of Sebastopol Charter School who now is a partner at Abacus Wealth, focusing on helping people find peace in their financial lives and helping them align their investments with their values.
The estimated value of this package of services with Susan is $1,000.
Susan Olson is the former director/Head of School at SCS. You can read more about Susan Olson's history and work at www.abacuswealth.com/team/susan-olson/
*No expiration date
Item Special Note
Pick up: Winning bidders can pick up their items at the live event, if present, after the close of the auction and upon successful payment confirmation. A Charter Foundation Representative will contact all other local winning bidders on Monday October 7th to make arrangements for pick up at the school.
Shipping: Items will be shipped to Winning Bidders residing out of town at your expense. Please note that if the item is a gift certificate, gift card, tickets or a similar item, it cannot be insured. We will send it by certified mail. For other items, the shipping charge will include insurance.
The Charter Foundation is not responsible for items lost or damaged in transit.
Billing: Credit cards of Winning Bidders will be automatically billed starting at the close of the auction on October 5, 2019 at 9:00 p.m. PST. If you prefer a different method of payment, please contact us at the Charter Foundation ( 707) 824-8430 or Info@TheCharterFoundation. org.
Donated By:
Susan Olson
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