I’m Just Starting Out

Individual

JUST STARTING OUT

Embarking on your financial journey can be an intimidating process. So many small things now can make a big impact later. We understand that you have questions, and we believe that ALL of your questions are important. We will patiently and thoroughly answer each one and help to make a comprehensive flexible financial road map that will work for you now and well into the future.

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TOPICS TO CONSIDER:

  • Saving:
    • Importance of a Systematic Savings Plan
    • Importance of contributing to a 401K Plan & Employer Matched Contributions
  • Budgeting:
    • How to make & KEEP a budget
    • Credit Card Pitfalls
    • The importance of knowing your credit report and FICO Score
    • Debt Management & how Debts can HELP
  • The Important role of Insurance for protecting your income