Services
Personal Financial Plan
- Item Number
- 332
- Estimated Value
- 2000 USD
- Sold
- 350 USD to kw4d69f7f
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to PROVIDENCE CHILDRENS MUSEUM (tax ID 050370944) on behalf of the winner.
- Number of Bids
- 1 - Bid History
Item Description
Are you looking to create a confidant financial life? Create a personalized financial plan with Sue Gardiner, MBA, who has graciously donated one free financial plan. Working with Sue means an accessible, understandable, and authentic relationship. As a wealth advisor for Forbes Financial Planning, Sue has completed a comprehensive course of study for the CERTIFIED FINANCIAL PLANNER™ certificate from Bryant University, passed the CFP® exam, and is earning the hours toward achieving the CFP® designation. She holds the Series 65 registered investment advisor license, as well as an MBA from Boston College with significant coursework in corporate finance and asset management.
A financial plan presents analysis and recommendations as it pertains to the holder’s:
- Investment Portfolio
- Income Tax Minimization
- Budgeting and Cash Flow
- Retirement Projections
- Insurance Analysis
- Estate Planning
- Education Funding
The holder may also choose to incorporate specific financial questions.
Item Special Note
Certificate will be emailed to the winner. Expires on 9/30/2021
Donated By:
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