College Funding Check-up


Item Number: 220

Time Left: CLOSED

Value: $1,000

Online Close: Mar 22, 2015 9:35 PM EDT

Bid History: 1 bid - Item Sold!

Description

Be sure that you are saving enough for your children's college educations with this College Funding Check-up.


This check-up offers you a professional evaluation of gaps in your college funding efforts and suggestions as to the best savings strategies.  It is appropriate for parents with children ages one to eighteen.  


The winning bidder will complete a comprehensive, secure, online financial questionnaire, sign a no-cost engagement agreement, and participate in a single interactive meeting.  All data provided is treated as strictly confidential.  


Services provided by Barry Korb, CFP®, principal, Lighthouse Financial Planning, LLC, an independent, Registered Investment Advisory firm.

Special Instructions

Winning bidder should contact Barry Korb by e-mail or phone to schedule their College Funding Check-up.  Engagement must be completed by August 31, 2015.

Donated by

Lighthouse Financial Planning, LLC