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 Wedding Gift Certificates
The wedding gift that really says "I care."

Marriage is a big step. Aikapa offers a choice of four financial planning wedding gift certificates, each specially designed and priced to help newlyweds begin their brand new life together on a sound financial footing.

Each elegantly designed certificate can be mailed to the gift purchaser or directly to the newlyweds 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. The certificates are valid for one year following the date of marriage. The newlyweds can chose to meet with our Certified Financial Planner™ at either our Marin County or San Francisco offices.

BRONZE GIFT CERTIFICATE

$300 financial consultation - Our "Love and Money" consultation includes discussion on marriage and finance with particular emphasis on ways to smoothly integrate previously separate financial lives.

SILVER GIFT CERTIFICATE

$800 financial education session - Our "Love and Money" consultation plus 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 for newlyweds - 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 Wedding Gift Certificate, call:

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

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