To learn more about our services, schedule a
complimentary "Discovery" meeting today.

Gift Certificate Program

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

  1. A flat dollar amount to be used towards any of our services offered
  2. A select number of prepaid hours to be used towards any of our services offered
  3. 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.

Steve