Strategy Session - Package
Strategy Session - Package
Regular price
$400.00 USD
Regular price
Sale price
$400.00 USD
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This is an information session.
Nothing contained in this session is, is meant to be, nor should be construed as financial advice.
Session Details:
- Personal Portfolio Assessment (and business, if applicable*);
- Identification of gaps/weakness in your portfolio (and business, if applicable);
- Action Steps to Achieve Goals
- Two follow up sessions to re-assess and adjust action steps as needed.
- One (1), one hour session per month for three months
Duration: Three Months