Financial Planning Session with CFP
- Item Number
- Estimated Value
- $500 USD
- Opening Bid
- $165 USD
A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER¬¬ô. Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the meeting. Please note: The sessions will be done over Zoom or Phone.
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