A gift certificate for financial planning services makes a thoughtful gift for any occasion: holidays, weddings, graduations, and more! Students, new parents, and soon-to-be retirees will appreciate them too.

Sender name:
Recipient name:
Gift Amount: $

How Does it Work?

  • Gift certificates are available starting at $275. Each $275 buys one (1) hour of financial planning, either in person or via teleconference, as you choose.
  • Simply fill in the form above, download the gift certificate, and submit payment via the payment link. It's that easy!
  • The recipient(s) contacts Merit Financial Partners to set up the initial inquiry and redeem the gift certificate. They receive financial advice on their topic of choice. This could be cash flow, home purchase, debt management, investments, retirement and tax planning, etc.