What To Expect In Your Meeting
We will discuss your financial goals, review your budget sheet and create a plan to save and invest for your future. This meeting is all about you and we are here to address any financial questions you have.
Here are some idea of things we can discuss:
- Creating a realistic budget
- Setting up an emergency fund
- Managing student loan debt
- Planning for major expenses like a car
- Investing for your future
InvestEd is dedicated to providing free financial education and low-fee, no minimum fiduciary investment advice. We want all people to have access to the resources to help them achieve their financial goals.
A financial adviser is a licensed professional who provides financial services to clients, usually to help clients make money by investing.
We believe that everyone should have access to high-quality fiduciary financial advice. The purpose of the financial planning meeting is for us to get to know each other and ensure you feel confident and empowered in regards to your finances.
We believe the cornerstone of making a difference in our collective lives is education. We want to work with clients who are smart and understand as much about their own financial situation as possible.