The Thoreau Society and The Thoreau Farm Trust – Thoreau Society and Thoreau Farm Online Auction 2024
Auction Ends: Mar 29, 2024 10:00 PM EDT

Services

Financial Planning Session with CFP

Item Number
334
Estimated Value
500 USD
Opening Bid
120 USD

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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 PLANNER™ 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.

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