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Financial Planning Session

$199 current bid
FMV: $1000

Description 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