Starting Your Career

Starting Your Career

Starting Your Career

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Graduation Financial Planning & Student Loan Reviews

Our Starting Your Career package is ideal for recent graduates venturing into the workforce for the first time, prior to entering the realm of marriage or starting a family. Through this package, we will assess income and assets, recognizing that they may currently be limited but hold significant potential for future growth. Our team of experienced financial advisors will provide guidance in establishing a sustainable lifestyle within one's means, conducting a thorough review of employee benefits, and serving as a valuable resource for inquiries related to managing student loans and major purchases like cars or homes. Moreover, we will delve into the importance of automating savings for emergency funds, retirement planning, and securing appropriate insurance coverage.

The Starting Your Career package encompasses an initial face-to-face planning session, a personalized financial plan and checklist, and one year of ongoing follow-up services.


Package Fee: $500

Package Services Include:

  • Discussion of your financial priorities
  • Debt review
  • Employee benefits review
  • Emergency savings review
  • Major purchase review
  • Income protection analysis
  • Income tax review
  • Action checklist


Optional add-ons for this package:

  • Detailed budget: $250
  • Student loan review: $250
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Our team of highly qualified advisors will closely collaborate with clients, either through in-person meetings or over the phone, to create a personalized plan that is both realistic and tailored to their individual needs and lifestyle. This comprehensive plan will clearly outline their financial goals and provide recommended actions to achieve them. The plan will be provided to the client, allowing them to refer to it whenever necessary as they strive towards their financial aspirations. As fiduciaries, we uphold complete transparency and always prioritize acting in the best interest of our clients.


Whether you wish to purchase a plan for yourself or as a gift for a family member or friend, we offer flexible options to accommodate your preferences.

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