Set Specific Financial Goals, Both Short-Term and Long-Term
- Adapting your goals to your life, not just basing them on your age
Create a Working Monthly Budget Through eMoney
- Determine the proper amount of money to maintain in an emergency fund
- Introduce you to our budgeting tools and personal financial app
Debt-Reduction Best Practices
- Debt robs your ability to invest in your future, we’ll help you take it back.
Merging Finances with a Significant Other
- Starting a life together and putting finances together are big tasks, let us show you how to take full advantage of combining your wealth.
Investment Basics (Because it is Never too Early to Start Compounding Interest!)
- Risk tolerance using Riskalyze
- Roth and Traditional IRA advisement
- Savings and investing plan
- Selecting the investments for your retirement accounts that match your goals and values
Employee Benefit Review
- 401(k)/403(b) for benefit review and investment selection
- How to move your 401(k)/403(b) to a new employer
- Understanding how your employee health options affect your wealth options
Protecting Your Lifestyle
- Accident
- Term life insurance
Monthly YouTube Sessions
- Keep you educated as well as meetings to address any concerns you have
- Allows you to keep advancing your knowledge between meetings
Quarterly Meetings
stay up to date with your life changes as well as provide new resources to help you on your journey