Have a question?
90-minute Session
For a one-time fee of $400, you can book a 90-minute financial consultation to discuss any questions about your finances. This session is ideal for individuals seeking a financial check-up or looking to confirm an important financial decision with an expert before taking action.
The session is designed as an interactive collaboration. To help you make the most of our time together, we’ll provide a pre-meeting checklist so you can prepare and bring any relevant documents.
We invite you to schedule a free 30-minute Zoom call first to make sure we are a good fit and that the 90-minute session fits your needs.
CONTACT
(717) 809-0505
huyen@inclusivewealthfp.com
We work with clients virtually, but if you reside around Mechanicsburg and Harrisburg (PA), we can arrange for in-person meetings.
Inclusive Wealth Financial Planning LLC is a Registered Investment Advisor (RIA) registered in Pennsylvania and Texas. We may also serve clients in all other states pursuant to the de minimis exemption.
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