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Just Gettin' Started

Client Centered

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 to help manage 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. 

Client Centered

Services provided include:

  • Discussion of your financial priorities
  • Debt review
  • Employee benefits review
  • Emergency savings review
  • Major purchase review
  • Income protection analysis
  • Income tax review
  • Student loan review
  • Action checklist

Optional add-ons for this package include:

  • Detailed budget
  • Investment analysis

Get started now! Fill out the simple form below and one of of our qualified advisors will contact you.

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