Zach Gildenberg CFP®, ChFC®

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  • Introduction
    60 minutes
    The purpose of this meeting is for us to get to know each other and for me to learn more about your goals and objectives. This will allow me to understand the ways in which I can help you moving forward.

    The purpose of this meeting is for us to get to know each other and for me to learn more about your goals and objectives. This will allow me to understand the ways in which I can help you moving forward.

  • Client Review Meeting
    45 minutes
    The purpose of this meeting is to review your accounts and discuss changes if necessary. We will discuss the economy, current market conditions and talk about any changes that have happened in your life that could constitute a change in the plan we previously put in place.

    The purpose of this meeting is to review your accounts and discuss changes if necessary. We will discuss the economy, current market conditions and talk about any changes that have happened in your life that could constitute a change in the plan we previously put in place.

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