To learn more about our financial planning and investment management services, schedule a complimentary "Discovery" meeting today.
Gift Certificate Program – 2014
Today marks the release of our financial planning gift certificate program. This is a fantastic and thoughtful gift for those special people in your life. We offer our gift certificates in several options to best fit your gift giving needs. Your purchase also includes a gift certificate Sample for presenting to your gift recipient on their special day.
Gift Certificate Options
- A flat dollar amount to be used towards any of our services offered
- A select number of prepaid hours to be used towards any of our services offered
- Prepay the entire amount of the recipients needs (requires a pre-consultation with us to determine the scope and cost)
Additional Program Features
- No expiration dates
- Transferable to other family members
- Can be used for any of our services
- No need to redeem entire gift certificate at once
- Lost certificates – notify us for a replacement
Contact us today and give the gift of financial planning.