Affordable, à la carte financial planning
Not sure where to start, we have you covered.
Planning for your future can seem intimidating. Your circumstances or budget may not be ready for a holistic and comprehensive plan, yet. But that doesn’t mean you can’t start planning for your future today. We offer affordable, a la carte financial planning services that can help you get started.
À la carte financial planning services include:
- Cash flow review – identifying ways to pay down student loans or credit card debt
- Help with 401(k) investment selections
- Help with benefits elections
- One-time financial plan with recommendations
- Name, Image, Likeness (NIL) money management
- Advice for unexpected inheritance
- Project-based planning
All planning services start with a complimentary consultation meeting.
New to financial planning? We have an easy place to start. Complete the form below to speak with a Blue Crew member.
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