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Year of Financial Planning

$500 current bid
1 Bid

Description of the Item:

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2 Watchers

One (1) full year of comprehensive Financial Planning & Goal Tracking, including

  • Retirement planning
  • Budgeting
  • Cash flow management
  • Investment management
  • Education planning
  • Estate planning
  • Tax strategies
  • Small business strategies

Estimated value: $1,500-$2,500 depending on the complexities of the winning client.

Donated By MacDonald Wealth Management, LLC