Fresh Start Program

Fresh Start Program

I understand that it might not be the right time to invest in a comprehensive financial plan, but you might have some questions you’d like to get answered. The Fresh Start Program was designed specifically to help you get your most pressing financial questions addressed without the need for an ongoing planning relationship.

  • Do you need help determining if a Roth IRA is right for you?
  • Did you just start a new job and are not sure which benefits to take advantage of or how much to invest into your 401k?
  • Are you tired of being in debt and looking for a solid payoff plan?
  • Did you just have a baby or buy a house and want to make sure you have the appropriate amount and right type of insurance to protect your family if anything were to happen to you?
  • Do you want to second opinion on a planning strategy or investment idea you read about online?

Look no further because this program was designed for you! Set up a quick strategy session today.

Schedule a call

 

The Fresh Start Program includes:

  • Initial discovery meeting to discuss your most pressing financial question.
  • A follow up email outlining the recommendations and an actionable step by step plan addressing the one issue we discussed.
  • A follow up call to make sure you received and understand the recommendations.

Click here for more details about the program including costs.

 

Financial planning and investment advisory services offered through Castlebar Asset Management, LLC a registered investment adviser. 

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