David Fontaine, CFP®

Estate Planning Zoom Walkthrough

Zoom Meetings

This follow-up meeting is used to review your drafted estate plan, answer questions, and finalize next steps before your in-person signing session.

1 hour
David Fontaine, CFP®

Estate Planning Zoom Walkthrough

This follow-up meeting is used to review your drafted estate plan, answer questions, and finalize next steps before your in-person signing session.

1 hour

Zoom Meetings