Financial Check-Up

  • 1 hour
  • 460 US dollars
  • Online Session

Service Description

We'll take a targeted approach during our one hour Zoom session - we'll review your current spending, savings and investments. We'll touch on your goals and I'll recommend straightforward steps to get you there. After our meeting, I'll send you an Action Plan that charts your financial plan as you move forward.

Financial District:

115 Sansome St, Suite #200

San Francisco, CA 94104

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Simplify Financial Planning , LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.

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