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Year of Financial Planning
$500 current bid
1 Bid
Description of the Item:
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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