Financial Planning Initial Consultation

Service Description

Meeting with a MarimorLife Financial Advisor means that you'll have an opportunity to review the five main areas of Money Management to create a firm financial foundation for your future. This service includes: - a Financial Plan Outline - up to 60 min of initial consultation - 30 min Follow Up session. You've got financial goals and we want to show you how to accomplish them all. After scheduling this appointment, please complete the Financial Discovery Survey and gather all of your financial documents for our first meeting. Thanks for choosing MarimorLife Mindset & Money Management. We look forward to serving you.

Cancellation Policy

To cancel or reschedule, please contact us at least 12 hours in advance

Contact Details