This package is complimentary
Our Financial Flyover™ is designed to assess your financial needs and determine the best approach to achieving your goals.
A Financial Flyover™ includes:
- Broad review of your finances, concerns, strengths, and weaknesses
- Complimentary session with Ione Feedback and guidance on areas of concern
- Helping you determine if your needs mesh with Ione Financial Partners™’ Core Competencies
- Helping you determine whether or not a Deep Dig Financial Plan™ or another service is appropriate
When you request your own complementary Financial Flyover™, we’ll send you a list in advance of items to bring so that we can make the most of your Financial Flyover™.