Financial Strategy Session

Service Description

An expert takes an in-depth look at the full scope of your financials, including current accounts and policies, to identify any opportunity for growth or need for adjustment in an effort to maintain a good budget balance. Whether you're interested in Debt Management, Retirement Planning, Education Funding, Legacy Planning, or Asset Protection Strategies, this is where you get a solid start. 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.

Cancelation Policy

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

Contact Details