*LIMITED TIME* Blind-Spot Consultation

Service Description

Take advantage of this free offer for a second opinion of your financial situation: 1. You'll share some information prior to the meeting 2. We'll discuss your goals and your situation at a high level 3. If there are any blind-spots in your situation, we'll share what they are and how working with Wellful Money could help (or maybe you just need a CPA/Estate Planning Attorney/etc.). If there aren't any blind-spots, we'll tell you to keep up the great work and hopefully we can stay in touch!