In these on site one on one financial planning sessions, participants
receive invaluable guidance and planning around their most critical financial
issues and goals. Ideal for people who prefer to meet face to face with a
Certified Financial Planner™.
- This is a once in a lifetime opportunity for your employees or members
to get unbiased financial guidance from a Certified Financial Planner™
who is not trying to sell a financial product or service.
- Sessions include financial modeling tools so that participants can
find out how much they need to save to achieve their financial goals and
determine how to best invest their savings.
- Each participant receives a personalized action plan following the session
Contact us to learn more
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