Wealth builder is designed for families or individuals who have more than $50K in net worth and and are focused on future planning. This will include investments, insurance, will and estate planning and life change issues. These issues would be, career changes, continuing education, selling a home, starting a new business and retirement planning. We will review financial products already in place to make sure the family or individual is on track to meet their goals. We do not sell insurance or investment products, we will give objective advice.
This price for this investment is $250.00.
This is two sessions of 1.5 hours each.