PROVIDENCE CHILDRENS MUSEUM – Imagine That (Week 3)
Auction Ends: Oct 4, 2020 09:00 PM EDT

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:

We would like to thank our sponsors....

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