1 hour 30 minutes
@
$297.00
What we need from you BEFORE you schedule your Strategy + Planning Call [to ensure that our time together is both productive + beneficial to you], is this:
1. Complete the Strategy Call Questionnaire BEFORE you schedule your Strategy Call (your scheduling will prompt this questionnaire).
We cover a lot of information during this call. We offer suggestions on how to best organize your financial landscape based on your risk tolerance.
If you have any questions, email Karen@MakingCentsCount.com