Financial Planning Session with CFP

Bidding Supports: Vera Aqua Vera Vita (Murphy, TX)

Item Number
$500 USD
Online Close:
May 18, 2024 9:00 PM CDT  –  Bid Extension

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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 PLANNERŪ and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed.