General Savings and Retirement Consultation

$100.00

Determining how to save for retirement is never easy. We know it can be stressful and banks always seem to carry bias in their advice. Sometimes it helps to have someone act as a sounding board to discuss our financial plans. With a purchase of a general savings and retirement consultation Mentee Professional Services will assign a Mentee Professional Services Mentor to talk with you to review your particular situation and to plan for your objectives in a 30 minute phone call. Our mentor will help you look consider possible options and discover considerations you need to refine your plan. Available appointment times will be sent to the client after receipt of the order via e-mail.

Note: Mentee Professional Services is NOT a financial institution, nor is it licensed to give formal investment advice of any kind. This service is a high level review of generic investment and retirement principles. Clients are asked to never share any personal information concerning their financial specifics with Mentee Professional Services.

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Your general savings and retirement consultation service will take place over the course of a 30 minute phone or video conversation. After receipt of the formal order for the service with payment a list of available time slots will be sent to the client. Once a time is confirmed, it can be requested to be changed or cancelled until 24 hours prior to the selected time. After 24 hours prior to the selected time slot the service cannot be cancelled and can result in up to a one hundred percent cancellation fee. The General Savings and Retirement Consultation service will include a conversation about your general retirement planning questions and generic long objectives that Mentee Professional Services believes will improve the client's generic understanding of high level retirement planning principles. It is the responsibility of the client to accept and employ the recommendations that are made. [Note: The client is responsible for submitting all relevant information pertaining to the discussion to Mentee Professional Services prior to their consultation being scheduled.]

The accuracy of information listed on any of the information provided for the purposes of presenting is the sole responsibility of the client and not the responsibility of Mentee Professional Services. By creating an order with Mentee Professional Services the client creating the order is agreeing to all of the terms and conditions listed in both Mentee Professional Services' legal section as well as the terms and conditions listed in the specific service description.