Young Professionals Financial Planning Package
Today, young professionals are seeking Financial Planning earlier in their careers but often times are turned away because financial advisors are focused on asset management. At Fish + Associates, we believe that having a solid financial foundation sets you up for long-term success and we want to be your partner from the beginning. Offering you a cost effective way to plan and manage your finances is something we are very passionate about. For $150/month, we will meet with you and help you with the following:
Set Specific Financial Goals, Both Short-term and Long-term
Create a Working Monthly Budget
- Determine the proper amount of money to maintain in an emergency fund
- Introduce you to Your Budgeting Tool and Personal Financial Website
Debt-Reduction Best Practices
Merging Finances with a Significant Other
Improving Your Credit Score
Investment Basics (Because it is Never too Early to Start Planning!)
- Risk tolerance
- Savings and investing plan
- 401(k)/403(b) contributions
- Selecting the investments for your retirement accounts
Employee Benefit Review
Estate Planning
- Will, power of attorney, and trust documents
Insurance Consultation
- Disability
- Life Insurance
Monthly Coaching Call
To get started, please call us to set up your complimentary consultation at 901-767-0668 or email Kerry@fishandassociates.com.
Your Journey to Financial Freedom Starts Today!
