New Wave Financial Services
Greg Meyer

Financial Advisor & CPA


Financial Review

Development of a comprehensive financial plan tailored to your specific financial & life goals. Whether it is creating a plan to pay off your student loans and start building savings, or crafting a strategy to maximize the proceeds from your recent company acquisition, we can help guide you. We coordinate all aspects of your personal finances and create a comprehensive, easy to follow plan.
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1 hour
As soon as Oct 28, 2019

What does it include?

  • Initial 1hr Hangout or phone call
  • Review of financial resources (cash savings, investments, debts, retirement savings, etc)
  • Analysis of financial goals & development of recommendations
  • Follow-up 1hr Hangout or phone call to discuss recommendations & next steps
  • Summary email of meeting, key takeaways + specific action items

Why is it important?

Building your financial plan is critical to meeting your financial and life goals. And it’s far better to hire an expert to serve as a guide, mentor, and advisor, than hack at it yourself.

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