Financial Planning Data Review - New Client (60-minute, 1:1)
Zoom Meetings
This meeting will be scheduled with . This is a 60-minute meeting to review your financial planning data entered into your planning portal. Please ensure that your financial planning portal is up-to-date and that you've returned your cash flow worksheet to your advisor.
1 hour
Financial Planning Data Review - New Client (60-minute, 1:1)
This meeting will be scheduled with . This is a 60-minute meeting to review your financial planning data entered into your planning portal. Please ensure that your financial planning portal is up-to-date and that you've returned your cash flow worksheet to your advisor.
1 hour
Zoom Meetings
Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy, Stuart Valentine, Anya Gage & Annalisa Clifford Gold are registered financial advisors under Vanderbilt Advisory Services. Jina Penn-Tracy, Stuart Valentine & Annalisa Clifford Gold are registered representatives under Vanderbilt Securities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. For additional information on services, disclosures, fees, and conflicts of interest, please visit http://www.vanderbiltfg.com/disclosures