Certified Financial Planning Consultation

$175.00

90 minute session you will receive a prep email with details following your booking.

Category: Offerings

Description

90 minute details and customized session.

This session is relevant for:

Introductory interview

Detailed review of financial matters, data intake, goal strategy.

Action item review – presentation and delivery.

Follow up session

Annual review and action items

After booking you will receive an email from Krista with the details, location and required items for your first meeting!

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