Asset Evaluation Consultation
This is a 1 hour conference call where we will evaluate your asset. Upon booking this service, I will send you additional forms to fill out so that we know exactly what we will need to discuss on this call to maximize time. This consultation will also include a Personal Financial Strategy worksheet which we can do together or you can do alone. This will help you to have a full picture of your financial situation which will help determine where you stand currently with your asset and its future.
This is a 1 hour conference call where we will evaluate your asset. Upon booking this service, I will send you additional forms to fill out so that we know exactly what we will need to discuss on this call to maximize time. This consultation will also include a Personal Financial Strategy worksheet which we can do together or you can do alone. This will help you to have a full picture of your financial situation which will help determine where you stand currently with your asset and its future.
This is a 1 hour conference call where we will evaluate your asset. Upon booking this service, I will send you additional forms to fill out so that we know exactly what we will need to discuss on this call to maximize time. This consultation will also include a Personal Financial Strategy worksheet which we can do together or you can do alone. This will help you to have a full picture of your financial situation which will help determine where you stand currently with your asset and its future.