Financial Foundations: The Gateway Program

Financial Foundations: the Gateway Program

Join our comprehensive eight-week program designed to equip you with essential financial knowledge and skills. Whether you're just starting your financial journey or looking to enhance your existing knowledge, this program will provide you with the tools to make informed financial decisions and plan for a secure future.

Program Layout

Week 1: One-on-One with a financial advisor. This is important to understand your current situation so the program can be tailored to you.

Week 2-7: Educational Videos & Activities. You will receive a weekly email with 1-2 videos and a corresponding activity to complete to help increase your financial well-being.

Week 8: One-on-One with a financial advisor. This meeting will be a recap to the program as well as creating an action plan for the future.

Weekly time commitment is about 30 minutes. Program is intended for 8 weeks, but is learn at your own pace.

Program Cost: $149

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Topics Included:

Budgeting

Strategies to create a plan for your income, expenses, and savings.

Debt Management

How to best manage current and future debt payments including mortgages, student loans, and credit cards.

Investments

Overview of the importance of investing, saving for retirement and long-term goals. Discussion of level of risk to take.

Mortgages

Outside professional interview on first-time home purchases. Providing tips and best practices.

Insurance

Discussion of risk management with the different types of insurances and how much is needed.

Estate Planning

Outside professional interview on the most needed documents and the process of settling an estate.

Tax Strategies

Outside professional interview on some of the most common tax questions.

Employee Benefits

Overview of the most common employee benefits offered and how you can best use.

Fraud Awareness

Important steps to take to keep your finances secure. Signs to watch for.

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Contact Us Today

To sign up for the program or purchase the program as a gift for a loved one, please schedule a call to discuss the details.