This digital package will provide a basic review of you current financial life. This includes analysis of your current asset allocation and investments, financial advice on your tax, education, and estates planning. The latest technology and best-in-class software will accompany this online experience:
- (3) 60 min Virtual Meeting
- Apple iPad mini 16 GB Wi-Fi white
- iPad mini Smart Cover Blue
- Digital subscription to Barron's Magazine - 26 weeks (6 months)
- Personalized Riskalyze Report
- Unlimited access to eMoney advisor- Personal Financial Management tool
- 2 Moleskin Notebooks