Services
Financial Planning Session with CFP
- Item Number
- 146
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to Mid Atlantic Center for the Arts & Humanities (tax ID 22-1923415) on behalf of the winner.
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. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.
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