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Financial Road Map Planning

$500

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Financial Road Map Planning Package


An introductory financial planning package to help organize your business or personal finances through Proxy Financial, a wealth management firm with over 15 years of financial advisory experience
Proxy Financial is a registered investment advisor with the capability to manage assets for clients globally
- 3, 1-hour planning meetings with Proxy Financial's accredited financial planning team which will consist of an introduction meeting to assess your needs, fact finding meeting, and final plan presentation based on your financial goals
- Access to Proxy Financial's online planning tools to assist with budgeting and goal setting
- Special rate for subsequent financial plans or services after completion of the financial road map.

Donated By Proxy Financial