Professional finance consultants provide one-on-one meetings aimed at developing wealth plans and investment strategies for customers
What You'll Get
Consultation sessions are designed to help customers with managing their finances more effectively. During the sessions, professional advisors discuss with clients topics such as tax planning, risk management, or investment strategy.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Not valid for customers active within the past 12 month(s). Appointment required. Limit 1 per person, may buy 2 additional as gift(s). Limit 1 per visit. Valid only for option purchased. All goods or services must be used by the same person. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About Conscientious Wealth Planning and Investment Management
Conscientious Wealth Planning and Investment Management As is a Georgia-based wealth-planning and investment-management company. The staff's goal is to develop wealth plans and investment strategies customized to all clients' specific needs. Their knowledge and experience play a key role in understanding each customer's situation. Services provided by the company include constructing comprehensive wealth plans, encompassing tax planning, risk management, estate planning, and create investment portfolios.