Jessica Merino

Client Review Meeting #2

This is our 2nd Client Review Meeting! We’ll meet during the year to proactively address your financial situation and reevaluate your goals and priorities. You’ll receive input and guidance on your financial decisions (big and small); and as your life changes, we’ll help to adapt our strategies and re-prioritize.

1 hour 30 minutes
1 hour 30 minutes
Jessica Merino

Client Review Meeting #2

This is our 2nd Client Review Meeting! We’ll meet during the year to proactively address your financial situation and reevaluate your goals and priorities. You’ll receive input and guidance on your financial decisions (big and small); and as your life changes, we’ll help to adapt our strategies and re-prioritize.