Financial
Wellness
Review
Personalized, Objective,
Independent Advice
In Honor of Hispanic Heritage Month
Reserve Your Spot in Sept. 15 - Oct. 15
40 Spots Available via Zoom
Discover:
- Your 10 Financial Health Vitals
- Your Years of ‘Work-Optional’ You Can Afford
- Actions You May Take to Improve Your Financial Picture
Basic
$299
- 10 Financial Vitals
- One-page Snapshot
- 1-Hour Advisor Review
($700 OFF)
Mid
$499
- 10 Financial Vitals
- One-page Snapshot
- 401K Analysis
- 2-Hour Advisor Review
($1,500 OFF)
Full
$799
- 10 Financial Vitals
- One-page Snapshot
- Portfolio Risk Analysis
- Tax Snapshot Report
- 3-Hour Advisor Review
($3,200 OFF)