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Personal Financial Planning
$150 current bid
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Use your gift consultation, up to 2 hours, with
Marisa Rothstein, JD, CFP,
to answer all your personal financial questions.
You select the issues we address.
Common topics include:
setting a savings goal; reviewing your investment portfolio allocation; planning for college expenses;
and analyzing insurance needs.
www.sienaprivate.com
Donated By Siena Private Wealth