Looking for the perfect Wedding or Engagement Gift? Great for New Baby gifts or Group Retirement Gifts
To Give a Financial Plan as a gift, contact us and we will send you an attractive binder along with a gift certificate and instructions for them on how to reach us and what they need to get started.
What better gift to give someone who is going through a major life transition, than the gift of a Financial Plan as they transition into their new stage of life?
To help a newly married couple get off to a good start, I will meet with the couple after the Honeymoon and help them with the following:
New Babies bring new challenges. Budgets change, life insurance needs change, housing might need to change. Tax deductions are born! Give them a Financial Plan to help them get their new lives as parents off to a good start! This includes:
Reviewing Budget and spending to accommodate new costs and childcare expenses
Transitioning into retirement is one of the most difficult things people can do. Learning how to make do with what they have, and ot make it last, can be very stressful. A Newly Retired financial plan includes: