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.
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.
Service location
Online
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.