Guided Review

Description

Understand which opportunities matter most to you and how to evaluate them.

Includes:

• Everything in Option A (Essential Review)
• 60-minute review meeting
• Opportunity prioritization
• Q&A with a fiduciary financial planner
• Discussion of how strategies apply to their situation

If you decide to engage S.E.E.D. Planning Group for comprehensive wealth management services within 12 months of your Tax Review, 100% of the Guided Review fee will be credited toward your initial planning engagement.