Imagine If You Knew Then, What You Know Now

The average 25-34 year old has $42,000 in debt and most of that comes from credit cards not student loans. That’s why we encourage our clients to pass down financial intelligence to their children. But sometimes trying to bridge a financial conversation between a parent and young adult can come across as being intrusive or criticizing. That’s the ideal time to give them the Gift of Financial Planning.

The gift is designed for young people just beginning their independent financial life. It includes a limited one-on-one meeting with one of our CERTIFIED FINANCIAL PLANNER™ practitioners. At this meeting we will discuss budgeting, employee benefits, life/disability insurance, saving for retirement, estate planning, and more. Your young adult will walk away with several actionable items they can work on right away – things that will steer them in the right direction.       

Starting early is the key to financial planning because it can make a significant difference in a young adult’s future financial success.

The cost is $205 an hour and usually takes 1-2 hours.

Please give our office a call at 317-872-5090 or email to let us know if your child will be calling to schedule a meeting.