Divorce Planning: Client Meeting
For current divorce planning clients only. This meeting is for clients to meet with their advisor to discuss financial issues and pertinent information about their case. A client may wish to discuss new issues that may have surfaced or continue a discussion on current issues. This meeting may also be used to review reports that have been generated by the advisor. Choose this option when the discussion is estimated to take up to 60 minutes.
1 hour
Divorce Planning: Client Meeting
For current divorce planning clients only. This meeting is for clients to meet with their advisor to discuss financial issues and pertinent information about their case. A client may wish to discuss new issues that may have surfaced or continue a discussion on current issues. This meeting may also be used to review reports that have been generated by the advisor. Choose this option when the discussion is estimated to take up to 60 minutes.
1 hour
Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Sarah Avila, Financial Planner
1751 Pinnacle Drive, Suite 425, McLean, Virginia 22102 > (703) 356-4360
Sarah Avila, Financial Planner