A customized financial plan will be created for the winner of this prize where they will leave with more clarity and a physical plan that maps out their future.

There will be 2 meetings: a discovery meeting to collect information, then a plan presentation to review the plan. Meetings are 60 min each and are typically scheduled a few weeks apart. Can be virtually, at the Aligned Financial office in UTC San Diego, or within 30 miles of downtown San Diego. A digital plan will be reviewed in person and a copy will be sent after the second meeting.

Retail Value: $2500

Redeem by Nov 21, 2022

Call Kevin D.. Christensen at 858-357-8010 to schedule your appointments