top of page
Data Gathering
Initial set of meetings for data gathering and setting client goals.
1 hr1 hOnline Meeting
Service Description
Schedule a data gathering meeting with the planner to start the journey towards achieving your financial goals. This exclusive meeting is open to clients only and will walk you through entering data in the financial planning software, as well as gather your financial and non-financial goals.
Cancellation Policy
Please contact a day in advance for any cancellations or rescheduling.
Contact Details
+15105525098
contact@encoverpersonalfinance.com
Encover Personal Finance LLC, 34291 Eucalyptus Terrace, Fremont, CA, USA
bottom of page