Financial Planning Meeting
Comprehensive Tax and Financial Planning
Service Description
Plan out your Financial Forecast by applying what we learned the previous meeting. Agenda: - Input Data of assets, expenses, and goals into ProjectionLab - Educate on how Social Security, Medicare, Inflation, etc... affect your plan - Calculate probability of success - Adjust plan probability of success to be within 70%-80% if not there before - Establish Household Risk Score - Recommend preliminary suggestions based off projections Personal Finances may be a vulnerable topic for many. I don't and will never judge your current situation. You will always have my empathy. Your Financial Plan will be delivered within 1 week from completion of this meeting free of charge.
Cancellation Policy
To reschedule your meeting, please notify me 24 hours in advance through any form of communication. Appointment Refund Policy The appointment fee, including the initial retainer deposit, will only be fully refunded if you qualify for the following: - You suffer an emergency health episode (e.g. ER Visit, Pregnancy) - You will be deployed on Official US Military Orders for the selected time - You win a settlement via private settlement or arbitration against TaxVet - You are involved in a settled Class Action lawsuit against TaxVet Please send (1) piece of evidence of qualifying event alongside the receipt of payment for the appointment to TaxesWithThien@gmail.com and remove all privacy sensitive and confidential data from the submission. I understand that life will throw unexpected curveballs and we may not be able to attend all of our planned obligations. However, a no-show/last-minute cancellation is a family that I am not able to assist for that time slot. You may avoid the additional labor of applying for refund by rescheduling appointments beforehand at no additional cost as necessary. ProjectionLab Subscription Refund Unfortunately, there are no refunds for your ProjectionLab Subscription. You may email me at any time to cancel your subscription as needed. Portfolio Build Refund Refunds for your Portfolio Build will only be granted if you qualify for the following: - my proposed portfolio is not appropriate corresponding your risk tolerance, budget commitment, and Environmental, Governance, and Social (ESG) concerns. - I fail to deliver an appropriate portfolio after payment for the third time
Contact Details
4086417657
taxeswiththien@gmail.com
Cabrillo Avenue, San Jose, CA, USA