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Financial Wellness Consult

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1 Bid
FMV: $2500

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This Foundation for Financial Wellness consultation from Atlatl Advisors will include elements of cash flow planning, risk management, investment allocation, tax and estate planning.

The winner can anticipate spending approximately 5-6 hours spread out over the course of several meetings.

The first meeting will be a discovery meeting to gather the important information required to build your plan. Generally, this is 90 minutes in duration. This meeting is followed with a financial planning meeting, which is also 90 minutes.

In the subsequent meetings, we will provide education on specific individual needs, along with action items the individual/family can take away.

Assuming Atlatl Advisors scope of service ends at this point, the responsibility of implementing the recommendations will be assumed by the individual/family.

NOTE: Atlatl Advisers does not draft legal documents or prepare tax returns, and investment recommendations will primarily include low-to-no cost index funds (ETFs).

Donated By ATLATL Advisors