CAPITAL AREA THERAPEUTIC RIDING ASSOCIATON – CATRA Finish Line Auction 2024
Auction Ends: May 29, 2024 12:00 PM EDT

Unique Experiences

Financial Planning Session with CFP

Item Number
218
Estimated Value
500 USD
Sold
50 USD to SStein
Number of Bids
1  -  Bid History

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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 PLANNERĀ® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.  Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.

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