Louis Guajardo, CFP®
Financial Plan Check In
You can schedule this meeting if you need a conversation reviewing your financial plan, have a major life update, or just need to go over something.
- 60m
Quick Question
If you need a meeting to ask a couple of quick questions feel free to use this meeting.
- 30m
Q1 Meeting: Annual Reset
Join us to do a financial reset where we'll discuss:
- Financial Plan Refresh
- Tax Preparation
- Goal Reset
- Contribution Automation Reset
- Prior‑Year Investment Wrap
- Cash‑Flow Reset
- P&L Current Year Projection
- 60m