Aspiring Youth Academy – 2024 Auction
Auction Ends: Mar 17, 2024 08:00 PM MST

Services

Financial Planning Session with CFP®

Item Number
289
Estimated Value
500 USD
Opening Bid
167 USD

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Item Description

A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNER and specializes in retirement planning, trust planning , college planning as well as maximizing employee stock options. 

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