Client Review Meeting
Sync up with your Financial Planner on a regular basis
- 1 hr1 hour
- Online Meeting
This meeting is open to clients only. Regular Sync Up meeting to update goals, record changes to the financial situation, discuss specific topics and provide answers to questions.
Please contact a day in advance for any cancellations or rescheduling.
Encover Personal Finance LLC, Eucalyptus Terrace, Fremont, CA, USA