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Financial Planning Consult

$300

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One hour of financial planning with Laura K. Schilling, JD, CPA, CSA, CFP (r), PFS, CFF.

Do you have questions regarding your financial plan? Want a second look at your asset allocation? Meet with Laura K. Schilling, JD, CPA, CSA, CFP (r), PFS, CFF for one hour. She will review any documents that you bring and discuss any financial planning matters that you have questions. Laura is the owner of Financial Innovations LLC and Estate Innovations LLC (www.financialinnovations.biz) and (www.estateinnovations.biz)

  • Date must work for both parties
  • Meeting may be held in person at 6111 Peachtree Dunwoody Road Suite F101, via zoom or via phone depending on recipient's wishes
  • One person or a couple.

Donated By Laura K Schilling JD, CPA, CFP, PFS