Ongoing Education and Guidance

We are your financial advocate.

We are convinced that early financial education will leave your loved ones empowered to be good stewards of your money and theirs long after you’re gone.

Having easy access to ongoing financial education and guidance is essential to making smart decisions.

As years go by and milestones are passed, we guide you and your family through all of your important financial decisions, big and small.

Below is a sampling of topics for which we provide education and guidance:

  • Banking Fundamentals

  • Saving and Budgeting

  • Understanding How Credit Works

  • Understanding Your Paycheck

  • Insurance Fundamentals

  • Understanding How Income Tax Works

  • Home Buying Basics

  • Marriage and Domestic Partners

  • Starting A Family

  • Managing Financial Windfalls

  • Saving For Retirement

  • Investing Fundamentals

  • Beneficiary Designations and Why They're Important

  • Navigating Being Newly Single

  • Estate Planning Fundamentals

  • Protecting Your Digital Reputation