Financial Planning Consultation


Item Number: 117

Time Left: CLOSED

Value: $400

Online Close: Nov 6, 2008 8:00 PM EST

Bid History: 0 bids

Description

Meet with financial planner Rebecca Walsh to review your financial plan or to get started on creating a plan. The Financial Consultation service consists of a two- to three-hour meeting during which we will review your current situation and discuss what your next steps should be. Ms. Walsh can answer questions regarding your investments, insurance, taxes, education and retirement funding, and estate planning. Contact Ms. Walsh at (802) 316-4200 to set up your appointment.

Special Instructions

Walsh Financial Planning is a Registered Investment Adviser in the State of Vermont. You must be a resident of Vermont to receive services from Walsh Financial Planning.


Winning bidder's contact information will be given to Rebecca Walsh so that she may contact you regarding your appointment.

Donated by

Walsh Financial Planning, LLC