The Gift of Financial Planning
As the holiday season approaches, it’s the perfect time to think beyond traditional gifts and consider something that can truly make a lasting impact. Worley Erhart-Graves Financial Advisors offers financial planning services tailored for young adults who are just starting out—whether they are graduating from college, getting married, or entering the workforce.
Financial planning is often overlooked by young people, but it’s one of the best investments in their future. At this pivotal stage in life, understanding how to manage money, budget, save for the future, and set financial goals is crucial.
This holiday season, give the gift of building a solid financial foundation with one of our CERTIFIED FINANCIAL PLANNER® practitioners who is dedicated to helping young individuals set themselves up for long-term success. Worley Erhart-Graves is here to guide young people in making smart financial decisions as they embark on their journey into adulthood.
How does it work? Reach out to our office by contacting our marketing coordinator, Christina, at Christina@wefinancialadvisors.com or by calling 317-872-5090. Provide the recipient’s name and contact information. We will mail you or the receiver the gift certificate. We will then bill you later for the actual time spent with the financial planner at their hourly rate, not to exceed the limit that you set. The gift certificate must be used within one year of issuance.
During this meeting, the recipient will receive guidance on financial issues affecting their life, whether it is paying off debt, creating a budget, assessing employee benefits, and/or providing input on their 401k and retirement savings. Your loved one will leave the meeting with action items specific to their situation.
Consider giving a gift that lasts a lifetime this holiday season—the gift of financial planning.
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Worley Erhart-Graves Financial Advisors is a registered investment advisor and only transacts business in states where it is properly registered or noticed filed or is excluded or exempted from registration requirements. Registration as an investment advisor is not an endorsement of the firm by securities regulators and does not mean the advisor has attained a particular level of skill or ability.
