Giving the Gift of Financial Planning

Financial planning encompasses a broad range of topics, but a comprehensive review isn't always necessary for everyone. At some point, however, everyone can benefit from learning the fundamentals, as these crucial skills aren’t typically taught in school. When you are just starting out, perhaps beginning your career or recently married, financial planning has something valuable to offer.

To address the need for financial literacy, Worley Erhart-Graves Financial Advisors started offering The Gift of Financial Planning. We believe education is the foundation of a successful financial future, and through this program, we invite clients to extend the gift of financial guidance to family and friends who may need support but don’t know where to turn.

This program was specially developed for younger people, who often find the process eye-opening and empowering. I’ve personally witnessed young adults gain a new appreciation for the value of financial planning. One of the most rewarding aspects of my work is helping others understand the importance of managing their money well. Building financial knowledge and planning skills also fosters a sense of responsibility that can be difficult to teach, helping individuals make wise choices as they plan for their futures.If you or someone you know could benefit from the gift of financial planning, contact us at 317-872-5090 to learn more or visit our website.

- Kyle McCune, CFP®, Worley Erhart-Graves Financial Advisors