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Financial Planner Consultation
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Financial Planning Made Simple
Sometimes planning for your financial future can be quite daunting. Give yourself the gift of a private consultation with a Certified Financial Planner.
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.
Donated By Marisa Rothstein, JD, CFP