A CFP® can bring all your financial pieces together on a foundation of trust and collaboration.
You receive a professional set-up of financial planning software, a virtual 30-minute meeting with Mel O CFP® and customization to your specific financial goals, and ongoing access to DIY financial planning software.
Setup Fee – $125
Monthly Fee – $40
We offer 7 different bootcamp subjects for you to choose from. Each bootcamp is 3 consecutive days of LIVE virtual meetings with Q&A, with replays accessible for 6 months from end of bootcamp.
Personal one-on-one planning as needed.
You set the schedule and how often we meet. This is an a la cart option.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.
California Insurance License 0I39165.