Who will benefit the most from this program?

Our Just Starting Out program is ideal for new high school or college graduates, newly married or you are at a point where you need a reset.

What is the main objective of this program?

Today’s financial world is extremely more complex than the one your parents had when they were starting out. The ability to save for retirement in more ways than just a 401(k), Cryptocurrencies, Exchange Traded Funds (ETFs) with a much more diversified selection of underlying assets.

With so many investment and life choices, it is more difficult to know if you have or will make the right choices. And, while you can read about many of the points that I will list below, how would you know which one is the right one for you and your future. Also, what about all of the things that are out there that you have no knowledge or exposure to? Imagine yourself 10 years from now and realizing that if you had only known about something in particular at this time, it would have saved you a lot of grief.

So, consider this program as your introduction to a whole host of topics that you should be aware of. Our job is to work with you and set up a financial plan for the next five to 10 years.

Here is how we start the process:

Our starting point is to determine what YOU are looking to accomplish with this program and your life. We’re here to listen and support you. So, our first step is to have an introductory call to better assess your needs.

Some of the key points we will cover:

Elder Bill Payment Services and Fraud Protection

Fraud perpetrated on the elderly is one of the biggest new trends nowadays. The scammers have found this demographic to be gullible, vulnerable and all too willing to help a stranger with a check.

As CPAs, we understand how hard it can be for middle-aged people to get their bills paid and navigate the myriad websites and other frustrations. So, imagine how an elderly parent would fare in this process? We know from first-hand experience that this can be huge problem. This might be the last vestiges of independence that they still retain. Unfortunately, the scammers are waiting for them.

We have a number of different options to accomplish these tasks and also give you the confidence that we are doing what we committed to doing and nothing more.