Do you have 2-3 questions or a few issues to solve? This is the perfect choice for someone who is looking to get help with issues such as:
Should I buy a house and where do I start?
I just got a new job and need some help choosing my benefits.
There are so many options in my 401 (k)/403(b)/457 plan, I don’t even know where to start from!
Are you looking for a long term relationship with a planner? Do you want to start at “the beginning” and figure out where you currently stand and how to get to where you want to be? This is the perfect choice for someone who is looking for an initial assessment of their financial life and ongoing support with all things money.
Looking for someone to manage your money? Do you have an old 403(b)/457 or 401(k) at an old job you need to do something about? This is the perfect service for someone who is looking for help with investment choices and ongoing investment management.
Whether you are a humanities professor or the associate dean of student conduct, there is a very good chance that one day, you will need to choose between different 403(b) investments, buy a house, or fund that dream that you have been postponing for the last 10 years.