Complete Business, Financial and Personal Assessment with OC Parent Vida Jatuilis


Item Number: 50067

Time Left: CLOSED

Value: $5,000

Online Close: Apr 2, 2020 8:00 PM PDT

Bid History: 5 bids - Item Sold!

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Description

Summit Financial Consultants


Your personal assessment includes:



  • A copy of the book Walking to Destiny by Chris Snider

  • Ten (10) hours with Vida Jatulis, CFP and Certified Exit Planning Advisor

  • Guided personal, financial and business assessments

  • Lifestyle Action Plan - Clarity of purpose; Direction in knowing the actions you need to take; Confidence in knowing what you are doing and why

  • Re-inventing financial decision-making


Expires April 4, 2021


www.thewiseinvestor.net


 

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Summit Financial Consultants