Graduation Gift

Upon graduation, students from College or Tech/Trade schools are immediately forced to make decisions that affect their immediate cash flow. Our education system unfortunately doesn’t prepare them to make the best decision, especially as they join corporate america!
Our popular College Grad Gift Package will insure your child will have 6-months access to an experienced Financial Coach that will be available to educate them on the many questions and decisions they will get. The goal is to start creating strong money management skills, before the grad gets his/her first large paycheck! Attached are examples of some of the experiences we’ve been able to address for clients:
  • Assistance in reviewing the new Employee Benefits Package (Health Insurance, Life Insurance)
  • Assistance in reviewing questions on Retirement and Investment offerings (401k/403(b)/Roth options, etc)
  • Assistance setting up 1st Personal Budget, tracking Expenses monthly, Banking Relationships, Credit Cards
  • Assistance in educating on how to buy your 1st Car upon graduation
  • Understanding the importance of setting up and funding an Emergency Fund
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