James, Anne​ & Gabriella
Their Concerns.
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James and Anne had never developed a budget, and didn't know how much they could save.
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They knew they needed life insurance, but didn't know what type or how much, in order to care for Gabriella.
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They didn't know what they wanted their future to look like, nor what it would cost.
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James had a retirement plan at work, but didn't think he was making the most of it.
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Anne was still paying down her college loans.
How We Helped.
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I helped them put a savings plan in place for the first time.
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I helped them determine how much life insurance they needed to ensure of Gabriella's care.
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I pointed out the lack of a will and explained it's importance, especially when you have minor children.
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I opened Roth IRA's for both James and Anne for tax-free retirement income.
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I helped James enroll in his 401(k) at work and helped him choose appropriate investments.
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I opened a 529 plan to save for Gabriella's college expenses.​
The Results.
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James and Anne now feel a sense of relief that they have a plan in place to achieve the life they desire.
Complete list of included services:​
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✔ On-Call Guidance Any Time You Need Me
Unlimited Phone Support
Unlimited Text Support
Unlimited E-mail Support
✔ ​Financial Dashboard & App
✔ Management Of Your Investment Accounts
✔ Retirement Planning
✔ Credit Score Guidance
✔ College Expense Planning
✔ Life Insurance Needs Guidance
✔ Cash-Flow / Budgeting Guidance
✔ Debt Repayment Guidance
✔ Help Prioritizing Goals
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If this sounds helpful, you are invited to book a complimentary meeting with me to learn more below. My promise to you is that you will not be pressured to buy anything. Just a casual conversation to discuss whatever is on your mind.