(or upon funding of $250,000+ Investment Management)
3 – 4 Meetings over 6 Months
Confirm 2 to 3 Goals to be implemented from Merited Wealth GamePlan.
Coordinate all necessary parties and information to accomplish Goal.
Provide accountability and follow through until Goal is Completed.
Example Goal Completion:
Start Education Funding for children
Identify Priorities in Education Funding (Click her to listen to Podcast on Education Planning).
Advise on Investment Options for priorities established
Get Education Savings vehicles open with planned contributions