Resident Financial Roadmap

Resident Financial Roadmap

For Enquiries, Call:

888-203-6229

OUR SERVICES

Resident Financial Roadmap

$55-75 / Month

As a resident, you’re just starting to make a little money, but fee-based financial planners will only work with you if you have a bunch of money to invest. And the other “advisors” willing to work with you are offering free advice in exchange for commissions. Finally, there’s an affordable way to have a fiduciary financial planner to help you put together and implement a custom financial plan, on your schedule. On your schedule, and from the comfort of your own home.

Budget Plans

Debt Management

Safety Net

Future Plans

Our Services

Resident Financial Planning Modules

Budget Plans

  • Track past and current spending.
  • Develop a budget to maximize income.
  • Implement technology to keep you accountable.

Debt Management

  • Analyze your student loans
  • Organize your credit cards
  • Determine the best payment method
  • Refinancing options
  • Track progress

Safety Net

  • Assist with an emergency fund
  • Determine insurance needs
  • Analyze what you have
  • Shop for the right coverage and discounts
  • Help you apply and secure the policy

Future Plans

  • Set retirement and other financial goals
  • Determine how much you can save and where.
  • Open investment accounts

DO IT YOURSELF!

Making Life Easier with Technology!

Schedule No-Cost Consultation