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Maria Serbina,MBA, Financial Strategist

Maria Serbina,MBA, Financial Strategist logo

Maria Serbina,MBA, Financial Strategist

Services

Consulting

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One on One First Meeting

. Duration:1 hr
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Team Support & Plan Prep

. Duration:45 mins
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Goals Meeting

. Duration:30 mins
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FNA (Financial Needs analysis)

. Duration:1 hr 15 mins
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New Agent Lauch Meeting

. Duration:1 hr
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Client Plan Presentation

. Duration:1 hr 15 mins
Book

Follow- up Interview

. Duration:1 hr

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