People just starting out, such as new college graduates and newlyweds, often face many financial issues and decisions for the first time, including:
- Learning to use credit wisely
- Purchasing and insuring a car
- Selecting employee benefits and savings plan investment options
- Implementing a spending and saving plan
- Learning and using available tax benefits
- In general, becoming a savvy and knowledgeable consumer
C. B. Bond Financial Planning, Inc. offers a Smart Start Package designed to help people make a smart financial start and avoid pitfalls. The package provides:
- A personalized spending and saving plan accounting for income, outstanding student loans, other financial commitments, and your financial objectives
- A review of employee benefit and savings program choices, including client-specific recommendations
- A meeting, typically lasting 1 ½ hours, for:
- Presentation and discussion of recommendations
- Counseling in basic consumer finance and investment fundamentals
- Answering specific questions
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- A financial organizer
- A reference book covering introductory personal finance topics
- A list of useful financial resources
This package is available for $475.00, and makes a great wedding or graduation gift. To request the materials needed to get started, send an e-mail, or call 724-733-2280. |