top of page

Data Gathering

Initial set of meetings for data gathering and setting client goals.

  • 1 h
  • Online 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


Encover Personal Finance LLC, 34291 Eucalyptus Terrace, Fremont, CA, USA

bottom of page