Initial set of meetings for data gathering and setting client goals.
- 1 hr1 hour
- Online Meeting
This meeting is open to clients only. We will walk-through entering data in the financial planning software and record client's financial and non-financial goals.
Please contact a day in advance for any cancellations or rescheduling.
Encover Personal Finance LLC, Eucalyptus Terrace, Fremont, CA, USA