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Begin your Financial Planning Engagement

  • 1 hour
  • From 1,500 US dollars
  • Bulldog Financial Planning

Service Description

Choose your financial priority and get working with Bulldog Financial Planning. During this session, we define the scope of the work to be done and fact gather. Patrick will use the information from this meeting to develop recommendations for you. We review these together so you can decide which of them to implement. The overall time for this can range between 6-10 hours depending on which financial goals and the amount of money you want to invest in advice. Usually, this is done over the course of two - three 1 hour meetings.

Contact Details

  • 23 A St, Cumberland, RI, USA

    (401) 227-3957

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