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Financial Planning Gift Certificates for Weddings, Birthdays and Graduations
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. BRONZE GIFT CERTIFICATE $400 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
$900 financial
education session - Our Silver Level "Love and Money" consultation
includes a basic review of personal finances with emphasis on goal
setting and cash flow. Help them start their lives with the right
financial tools.
GOLD GIFT CERTIFICATE
$1,600 financial
education and investment review session - All of the material contained
in our Bronze and Silver certificates plus: a basic investment
analysis.
PLATINUM GIFT CERTIFICATE
$2,900 financial
planning session - Includes the material contained in our Gold
certificate plus: risk analysis, and education regarding basic
estate planning.
** FINANCIAL PLANNING GIFT CERTIFICATE ** You set the amount to be applied toward the recipient's specific financial plan or investment management costs (minimum $100). ANNUAL REVIEW GIFT CERTIFICATE
You set
the amount to be applied toward the recipient's annual
review (minimum $100) - Once they have their comprehensive
financial plan in place, this certificate will help them stay on
top of their finances with an annual financial planning review.
To order an Aikapa Financial Planning Gift Certificate, call: Toll Free Voice Mail: 1-800-267-8698
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