Financial Planning Session with CFP®

Item Number: 889

Time Left: CLOSED

Value: $500

Online Close: Feb 11, 2021 11:15 AM EST

Bid History: 0 bids


A two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER™. Nick specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session. Please contact Nick Licouris at to coordinate the meeting. Please note: The sessions can be done in person if local or over Zoom/Phone if needed.

Donated by

Nicholas Licouris