Personal Financial Planning
Personal financial planning benefits everyone; Families, couples or individuals. You don't have to be wealthy to build a successful financial future.
We most commonly provide advice on:
We create complete financial plans or tailor our advice to meet your needs. If you need a complete financial plan, we follow a 7 Step Process to assure we cover all your concerns.
If you have an immediate concern or want to do a quick review of your investment portfolio, we offer a Financial Reality Check. One and a half hours of consultation on your choice of topics.
For advice on a specific topic or question, we can provide advice on an hourly basis.
Check out the FAQs for more information on our planning process.
It's about your financial future. Contact us today to get started!
Group Savings Plans & Financial Education
A New Approach Financial Planning helps small businesses set up low cost employee savings programs. We also provide financial education programs for employees and groups. Numerous studies have shown that financially literate employees make better decisions and are more productive employees.
Financial education and savings programs can help your company or group by:
• Attracting and retaining better qualified workers
• Improving employee productivity
• Improving employee satisfaction
• Reducing recruiting, health care and training expenses
• Improving benefits for owners
If you already have a savings plan, I can customize a educational program to make it more effective at very little cost to the company.
Contact us today to find out how we can help your company!