Sounding Board for Family and Friends

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.

Find Out More

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