Gather a group of 5 friends, and start working on your financial plan together!

Anita and Lisa will come to your home and help you and your friends get started on your family’s financial plan. Materials will be handed out and we will be discussing what you need to do to make sure your family has all of its bases covered when it comes to finance. Working on your family’s finances will be much more fun with your friends and a glass of wine.

Best of all, if you host a party, we will give the hostess a $100 gift card and a bottle of wine to drink at the party!

Call 778-990-4941 to book your party today!