Services
Financial Planning Session with CFP
- Item Number
- 334
- Estimated Value
- 500 USD
- Opening Bid
- 120 USD
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 PLANNERÂ and specializes in retirement planning, trust planning , college planning as well as maximizing employee stock options.
Purchase of this item supports Thoreau Farm Trust (TFT) and the preservation of Henry David Thoreau’s Birthplace.
Item Special Note
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.
Donated By:
The Thoreau Society and The Thoreau Farm Trust stores data...
Your support matters, so The Thoreau Society and The Thoreau Farm Trust would like to use your information to keep in touch about things that may matter to you. If you choose to hear from The Thoreau Society and The Thoreau Farm Trust, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so The Thoreau Society and The Thoreau Farm Trust will keep your personal data secure and The Thoreau Society and The Thoreau Farm Trust will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.