top of page

Life Financial Planning

Service Description

As time continues to pass, don’t let life just happen to you. We can help you develop a 6-month emergency plan, guide you on investing for retirement, give you advice on saving for college and how to get around to avoid student loans, as well as advise on how to prepare for large purchases such as a home. $450 for three 1-hour session

  • 3 hr
  • 450 US dollars
  • Canterbury Drive

Contact Details

  • 315-289-3766

Cancellation Policy

We know your time is valuable, and ours is too. Out of respect for our staff and our other clients, we ask that you give us at least 24 hour notice if you need to cancel an appointment. The first time a client misses an appointment, we will make a note in your file. All future missed appointments will incur a fee.

bottom of page