Promotion - Mini Financial Planning Session
The holidays and the end of the year are almost here! Tackle some of the financial goals that you haven’t been able to get to all year. There’s still time to get started. Introducing the Mini Financial Plan Session, your opportunity to get focused and gain practical tips with the guidance of a CERTIFIED FINANCIAL PLANNER™. Take your pick from these exciting options:
- Solid Budgeting: Say goodbye to wondering how your money disappears and take control of your finances.
- GOALS to ACTION: Transform a financial idea into an actionable plan that delivers results.
- Boss Mode: Ready to start your own business, but don’t know where to start? Gain insights from a seasoned solo entrepreneur.
This offer includes…
- Virtual meeting with screen sharing
- Up to 60 minutes meeting with a CERTIFIED FINANCIAL PLANNER™
- Bullet point email of discussion recommendations
- Recommendations in your best interest (I‘m a fiduciary!)
- No product or sales commission (I’m fee-only!)
- Online scheduling and pay
This offer does NOT include investment advice. Please see my other services, if you need investment advice.
Don't miss out on this opportunity to level up your financial game!
Pricing: Fixed fee of $725per issue for individuals and $1,000 per issue for couples. A non-refundable registration fee of $250 for individuals and $340 for couples is due at signing of the contract. This amount will be subtracted from your final invoice. For example, the final invoice for a couple will be $1,000 - $340 = $660. Total final invoice payment is due upon receipt.
At this time, this promotion is not eligible to residents of Louisiana, Texas and Maryland.