Thursday, April 26, 2012

Financial Planning Strategy Session

Two hour financial planning strategy session with Certified Financial Planner Mindy Crary. The client gathers information with tools provided by Ms. Crary. Then the client and planner meet to discuss the information. During the meeting, Mindy will perform calculations, provide education and give specific recommendations so that the client can immediately feel more financially confident and in control. After the meeting, the client receives an email with a very specific To-Do List to help with implementation of all of the recommendations. Phone or email support is included.

Donated by Creative Money

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