James, Anne & Gabriella
James and Anne had never developed a budget, and didn't know how much they could save.
They knew they needed life insurance, but didn't know what type or how much, in order to care for Gabriella.
They didn't know what they wanted their future to look like, nor what it would cost.
James had a retirement plan at work, but didn't think he was making the most of it.
Anne was still paying down her college loans.
How We Helped.
I helped them put a savings plan in place for the first time.
I helped them determine how much life insurance they needed to ensure of Gabriella's care.
I pointed out the lack of a will and explained it's importance, especially when you have minor children.
I opened Roth IRA's for both James and Anne for tax-free retirement income.
I helped James enroll in his 401(k) at work and helped him choose appropriate investments.
I opened a 529 plan to save for Gabriella's college expenses.
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:
✔ 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
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.