Life Roadmap Promotion
Includes the following planning services:
- Debt Snowball
- Cash Flow Analysis / Savings Plan
- 401(k) Analysis
- 2 meetings with an experienced Financial Advisor (one phone meeting, one face-to-face or Skype meeting, depending on location)
Newlyweds, this summer we are running a promotion geared towards you! We'd like to help get your marriage started on the right foot so for the months of June - August, we are offering a highly discounted financial planning service called the "Life Roadmap". Anyone can take advantage of this promotion but it is designed specifically for newlyweds and recently engaged couples. See below to learn more and see what is included in this package! Don't know a thing about finance? That's okay! Whatever your financial IQ is, we'll be sure to help you ask the right questions!
During this process, we will sit down with you to discuss how to manage any debt you may have. Student loans, credit cards, mortgage, car loans, we will put together a plan for paying off debt along with a budget that will allow you to live comfortably.
Cash Flow Analysis / Savings Plan
We look over your income and expenses and put together a solid game plan for you and your spouse. You'll learn how to budget, how to save and what you need to do to reach your goals!
Employer Retirement Plan Analysis
Does your employer offer a 401(k), 403(b), something else? We will look over the details of what is being offered and make sure you are fully taking advantage of what is available to you. We will also make recommendations on investments in the plan and where to allocate your money to put you on the fast track towards your retirement goals.