AIKAPA FP Wedding Gift Certificates

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Financial Planning & Investment Management
For Those With a Passion to Excel and the Desire to Make a Difference

Financial Planning Gift Certificates for Weddings, Birthdays and Graduations

The gift that really says "I care."

There are many milestones in life. Weddings, birthdays and graduations are the three that really cause us to stand back and re-evaluate where we've been and where we're going. What better way to say "I care" than a gift of financial planning for your friend or loved one heading out on a new and exciting life journey! Aikapa offers a choice of four financial planning gift certificates, each specially designed and priced to help a friend or family member embrace the future confident in their financial footing.

Each elegantly designed certificate can be mailed to the gift purchaser or directly to the recipient in a handsome envelope suitable to the occasion. The name or names of the gift purchaser(s) and a custom message are clearly printed on the certificate. Certificates are valid for one year following the date of the milestone event, whether it be a wedding, birthday or graduation. The recipient can choose to meet directly with our Certified Financial Planner™ at either our Marin County or San Francisco offices.

BRONZE GIFT CERTIFICATE

$300 financial consultation - Our Bronze level consultation is a one-on-one coaching session introducing the basics of financial planning and emphasizing healthy financial habits to carry through your life.

SILVER GIFT CERTIFICATE

$800 financial education session - Our Silver Level "Love and Money" consultation includes a basic review of personal finances with emphasis on options for managing investments.

GOLD GIFT CERTIFICATE

$1,500 financial education and investment review session - All of the material contained in our Bronze and Silver certificates plus: goal setting, cash flow, budget and credit analysis, as well as a basic investment review.

PLATINUM GIFT CERTIFICATE

$2,800 financial planning session - Includes the material contained in our Gold certificate plus: an estate document review, risk and exposure analysis, and one planning project such as home purchase planning.

To order an Aikapa Financial Planning Gift Certificate, call:

Toll Free Voice Mail: 1-800-267-8698
Office: 415-548-0257
Fax: 1-800-267-8698

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