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 PLANNERTM. 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:
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