08.12.2021 - 12:26

E. L. - Querétaro

  • Finance instruction topic(s)

    Basic finance instruction
    Retirement
    Family planning and budgeting
    Debt management
    Investing - General
    Investing - Futures

  • Client goals

    Libertad financiera

  • Desired lesson frequency

    Whatever the specialist recommends!

  • Day preference

    Monday
    Tuesday
    Wednesday
    Thursday
    Friday
    Saturday
    Sunday

  • Time preference

    Morning (9am–noon)
    Early afternoon (noon–3pm)

  • How would you like to meet with the Professional?

    At the customer location
    At the Professional location (max. 10 km distance)
    Remote: by Phone or Internet

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