It All Begins with the Basics

The one/one sessions will teach and coach sound financial skills that are a basic foundation to the wealth building process (example areas of focus):
  • Budgeting/Debt Management
  • Credit Card Management
  • Increasing Savings and Start Building for Retirement
  • Building Emergency Fund (Importance)
  • Setting Investment Goals
  • Investing Education (DIY and/or Advisor)
  • Assistance with questions to ask a Financial Advisor/CFP
  • Managing Your Career Advancement
  • Employee Salary Negotiation
  • Understanding Employee Retirement Offerings
  • Understanding Employer Benefits Package
  • Buying 1st Vehicle/Negotiating
  • Stop living paycheck-to-paycheck
  • College Grads – 6-Month Support Package

***Note: We are not registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations or advice. Our services are for Educational purposes only & should NOT be construed as personal advice. 

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Contact Us Today!

856-336-8772
csmith@personalfinancepartner.com

Note: We are not licensed registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations. Our services are for Educational purposes only & should NOT be construed as personal advice.

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