We can act as a sounding board for our client’s family members and their close friends. Family and friends do not need to become a client to take advantage of this service.
These “Family and Friends” sessions are strictly educational in nature.
Topics that might be discussed include:
- Retirement savings goals
- Children/grandchildren education goals
- Debt management e.g. which debts should be paid off first and how quickly
- What types of retirement accounts are most advantageous
- How to plan for major financial goals, such as retirement, buying a house, etc.
We also offer investment-only and financial planning-only services for those who are a future fit for our full service but are not quite ready now.