Just Gettin' Started

So, you have recently graduated or just joined the workforce.  The Just Gettin’ Started plan is right for you.  You are trying to understand how to balance your new income with living within your means and enjoying the new freedom you have.  We will work with you to review employee benefits and be a resource for managing student loans and major purchases, such as cars or homes.  We will also discuss automating savings for emergency funds, retirement, and insurance coverage.

The Just Gettin' Started package includes an initial in-person planning meeting, a customized financial plan with tailored educational meetings to find the best approach to meeting your financial goals, and one year of follow up services.