Subscription Model
Consistency and Persistence Yields Results
Subscription Model
For young professionals that need help with financial decisions and planning, including:
- Investment analysis and recommendations for outside accounts (401k, 403b, IRA, Roth IRA, etc.)
- Budgeting
- Group benefits analysis
- Retirement planning
- Student loan analysis
- Risk management gap analysis (life insurance and disability insurance)
- Education analysis for those with children
- Planning for a major purchase (new car, house, etc.)
- Sudden wealth (inheritance)
- Beneficiary review
- Charitable planning
You will also have an online portal that provides you with on-demand access to your financial picture all in one place to monitor your account activity, track progress toward your goals, evaluate spending, and much more.