Graduation Planning, Graduation Financial Planning & Student Loans Reviews
The On Your Own plan package is perfect for recent graduates who are joining the workforce for the first time, but haven’t gotten married or started families yet. With this package, we’ll look at income and assets, which will likely be limited but have much potential for future growth. One of our experienced financial advisors help each client establish what it looks like to live within his or her means, review employee benefits, and be a resource for questions regarding managing student loans and major purchases such as cars or homes. We’ll also discuss automating savings for emergency funds, retirement, and insurance coverage.
The On Your Own package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package fee: $500
Services provided include:
- Discussion of your financial priorities
- Debt review
- Employee benefits review
- Emergency savings review
- Major purchase review
- Income protection analysis
- Income tax review
- Action checklist
Optional add-ons for this package include:
- Detailed budget: $250
- Student loan review: $250
One of our highly qualified advisors will work closely with the client in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams. As a fiduciary, we ensure complete transparency and hold the responsibility to always act in the client’s best interest.
Purchase a plan for yourself, or buy for a family member or friend.
I'd like to purchase the "On Your Own" package!
Fill out the form below or email firstname.lastname@example.org and one of our qualified advisors will contact you to get started!