Auction Ends: May 23, 2021 11:00 PM PDT

Services

Financial Planning Session with a CFP

Item Number: 297

Estimated Value: 500 USD
Sold: 170 USD to md24d10b6

Number of Bids: 1 - Bid History

Item Description

A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER^TM. 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.

Item Special Note

Please note: The sessions will be done over Zoom or Phone.

Donated By:

Nicholas Licouris

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