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Financial Planning Session
$199 current bidDescription of the Item:
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Create Abundance!
This certificate may be redeemed for a 2-hour consultation with a fee-only financial advisor at Abacus Planning Group, Inc.
Abacus will help you (or an adult child) identify your top financial goals and create a set of stepping stones to achieve these goals.
Our conversation may include:
- budgeting
- cash management
- student loan/credit card/debt management evaluation of 401[k] and other employer benefit packages
- buying or renting a residence
- life, health, home, auto and disability needs
- income tax planning and preparation
- basics of estate planning including health care powers of attorney
At the end of this conversation, we will have mutually created the next steps for a successful financial life.
Abacus was founded by Cheryl Holland, a Barron's Top 100 Women Financial Advisors for ten years running, Abacus is a fee-based financial advisory firm based in Columbia.
Expires July 15, 2027.
Gift cards and certificates will be mailed or emailed to winners the week after the auction. Email [email protected] if you have any questions.
Donated By Abacus Planning Group