Waldorf School on the Roaring Fork – Hands and Heart Benefit
Auction Ends: Apr 19, 2007 11:59 PM MDT

Business

Financial Planning Session

Financial Planning Session

Item Number
586
Estimated Value
500 USD

Live Event Item

This is a Live Event Only item.

Item Description

Life Financial Planning
 - Comprehensive Retirement Plan includes initial meeting, data gathering, in-depth analysis of assets including home, business and investments, goal setting incorporating inflation, risk tolerance, time frames and your personal values.
 - Create a financial life that reflects what you value - live a financial life without regrets.

Item Special Note

Not exchangeable
Advance appointment necessary

 

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