Financial Foundations is designed for young professionals in their twenties, thirties, and forties who desire the knowledge and advice of a CERTIFIED FINANCIAL PLANNER™ . This service provides an affordable option by having no asset minimums.
Together, we focus on your financial health early in your professional life, to help you to be more protected, prepared, and financially successful in the future.
This service includes:
- Goal setting
- Debt reduction planning
- Costly mistake avoidance
- Insurance analysis
- Basic estate planning
- Basic tax planning
- Tax Preparation (for an additional fee – see Tax Services)