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Thrivent

$375 current bid
1 Bid
FMV: $750

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Financial Planning Service with Jason Eden. No products will be solicited. This is an opportunity to meet with a financial planning expert and create a plan that is right for you. Together you will look at:

  • Current financial position, including cash flow, emergency fund and net worth
  • Readiness to deal with unexpected needs, like death, disability or long term care
  • Current estate plans, including beneficiary designations

Depending on personal goals, Jason may also look at ways to help you

  • Plan for retirement
  • Fund a child's education
  • Invest confidently and tax-efficiently
  • Preserve and distribute your estate

**You will receive a comprehensive financial plan that is customized especially for you.

Donated By Jason Eden