FOUNDATIONS OF WEALTH PROGRAM™

Bar_Divider“Your entire financial house sits on your cash-flow foundation”

Designed to help our clients build a solid foundation upon which their long-term wealth will be based. Converting earned income into lasting wealth is no easy feat and requires tremendous discipline and smart planning. While cash-flow planning, budgeting, and establishing an emergency fund might seem trivial, these elements comprise the bedrock of a great financial plan.

Ideal for:
  • “Beginners” to financial planning and/or those without dependents
  • Anyone feeling overwhelmed by expenses and/or debt
  • Anyone not generating enough income to invest outside of their employer retirement plans
Topics Addressed Include:
  • Your Financial Goals
  • Cash Flow & Savings Strategy for different goals
  • Work Place Benefits (includes retirement plans such as 401k & similar)
  • Debt (Student Loans, Credit Cards, etc) & Credit Profile
  • Income Protection (Disability Income Insurance)
What’s Included?
  • A 1 to 1.5 hour discovery meeting in-person (NYC or NJ office) or virtually (via video conference)
  • A 1 to 1.5 hour plan delivery session in-person (NYC or NJ office) or virtually (via video conference)
  • Behind-the-scenes time to be spent preparing, analyzing, and developing your unique financial roadmap
  • Online access to customized tools to view your plan and manage your finances*
  • Implementation support & coaching for executing your financial plan action-items*
  • Email & phone access to a CFP advisor for financial questions that arise throughout the year*
  • Check-In Meetings & Plan Updates*
  • Access to investment management services*

Click here for more details and pricing for this package.

*See the on-going support package options for more details of services provided at each level.

 

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