top of page

Data Gathering

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

  • 1 hour
  • Online Meeting

Service Description

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.

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