Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for many years to come?
Enter the Gift of Financial Planning.
Do you have a family member or close friend who is:
- contemplating how much house he/she can afford to purchase?
- expecting the birth of a child?
- sending a child off to college?
- changing jobs?
- planning for retirement?
- or just unsure where they stand financially?
Then the Gift of Financial Planning may be just what a family member or friend needs to get started on the right foot!
What is the Gift of Financial Planning?
- A projection of cash flows and net worth, including saving and expense strategies.
- Situation specific recommendations on how to best reach goals.
- The chance to ask financial questions and receive honest, candid answers.
If you are interested in learning more about the Gift of Financial Planning, contact Heather Gudac at hgudac@financialsymmetry.com or (919) 851-8200 ext. 205 for more information.
