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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