Financial Planning Gift Cards
Give the gift of qualified financial planning and investment advice to a friend or family member.
Anglia Advisors offers gift cards for private two- or three-hour individual one-on-one personal finance advisory sessions for individuals or couples in their 20s, 30s and early 40s with an experienced, fully-qualified CERTIFIED FINANCIAL PLANNER™ professional. These sessions would be in the format of our Single Sessions, the difference being that the session time is purchased for someone else; a loved one, BFF, family member, colleague - someone you believe is at a point in their life where they could really benefit from sitting down with a CERTIFIED FINANCIAL PLANNER™ professional and receive customized personal finance advice in areas like savings and investments, portfolio construction, workplace benefits and retirement plans, real estate and mortgages, debt management, tax optimization, college funding, estate planning, insurance and more.
This can be for someone or a couple that you know who may be on the brink of a life event like:
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Engagement
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Marriage
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Parenthood
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Real estate purchase
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Sudden wealth, eg. from an inheritance, business sale, legal settlement etc.
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Professional disruption (new job or job loss)
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Regional or international relocation
Or else it could be a friend or relative that may be financially stressed or rudderless coming out of a traumatic event such as divorce or widowhood and in need of some calming, empathetic personal finance guidance from a professional experienced in the financial consequences of emerging into the “Suddenly Single” world.
Or perhaps a recent college graduate, about to step into the workforce for the first time and limited or no understanding of 401ks, IRAs or workplace benefits and who could be far more prepared following an overview with a personal finance consultant. What better graduation present could there be?
Or it could be that person we all know who just needs some help and guidance with their personal financial behavior. Often, it is the friends and loved ones of these people who see the need for professional help before they do so themselves. These behaviors can include overconfidence, overspending, financial recklessness, failure to save and invest, propensity for making excessively high risk investments often as a result of taking advice from an inappropriate (even predatory) financial advisor or unqualified family member or the opposite, an irrational fear of taking any financial risk whatsoever. Or someone who is simply intimidated and stressed by the whole world of personal finance and could make use of patient, qualified explanations and guidance.
Or maybe you are a decision-maker in a small to mid-size corporation who sees value in the personal financial well-being of your staff and wants a cost-efficient way to get them in front of a qualified CERTIFIED FINANCIAL PLANNER™ professional for an invaluable personal finance session.
Or maybe you are in a different branch of financial or legal services who would like to provide an opportunity to some particularly valuable clients to benefit from a personal finance session given by a qualified, experienced CFP®.
Or maybe you are an immigration attorney who wants to add a high quality service for particularly valuable inbound clients or employing firms. Immigration attorneys are particularly suitable since we specialize in consultations with recently-arrived foreign nationals (a three hour session is recommended for this kind of consultation).
See below for special pricing for the purchase of multiple cards.
Whoever it is for, you will be sent an actual physical credit-card-style gift card to gift to them which they can exchange for two or three hours with a CFP®*** who will address any aspect of financial planning, providing both on-the-spot guidance, emailed follow-up and offer continued email access for two weeks after the session. There is no sales pressure, because no products or policies are being sold, no commissions generated - this is exclusively an advisory fiduciary relationship where the needs and goals of the client are all that matter.
Your friend or relative has the option to take the financial planning relationship further following the session by arranging the additional Single Session(s) if they would like. Sessions are also commonly supplemented afterwards by Per Hour engagements instead of an additional Single Session order to complete any tasks that maybe arose in the course of the session and that may require additional time, resources and research to address or were not addressed in the session due to time constraints.
*** under normal conditions, this session can be held in-person at a location in Manhattan, New York City or virtually by a live video-call if the Manhattan location is not convenient. As a result of present conditions arising as a result of the COVID-19 outbreak, only the virtual video-call option is being offered at this time.
Also included is access to the Anglia Advisors Professional Network of financial and legal professionals, who are specifically experienced and qualified in dealing with our target clientele in the implementation of the recommendations that come out of the session.
Issues on the agenda will be addressed privately then and there in the meeting when possible, but after the session, a summary email containing recommendations and providing personal finance resources as well as a complimentary copy of our Custom Spending Plan/Cash Flow Tool, Important Tax Numbers Chart, Estate Readiness Checklist and Educational Appendix that explains important personal finance concepts and strategies will be provided. Also included is 2 weeks of unlimited email access to the designated CFP® professional after the session to deal with any questions that may arise from the session.
Following a session, optional access is available to our affordable, evidence-based, no-minimum ongoing Portfolio Management services for all types and locations of accounts, making use of the professional, low-cost, highly-diversified strategies (including those using investments offered by DIMENSIONAL FUND ADVISORS - DFA) developed and managed under the terms of our Core Investment Policy Statement and your own Anglia Risk Score derived from our own proprietary analysis. An integrated High Yield Savings account for high-interest cash management and no-fee checking account comes as part of the portfolio management service.
Cost-effective, high quality estate planning services from the partnership of Anglia Advisors and Helios Integrated Planning is also available to anyone who takes a session with us. We are very excited to be able to offer this critical service to our clients.
PLEASE REMEMBER: Anglia Advisors is not permitted to give any direct tax, legal or medical advice at any of our sessions or at any other time and no company or advisor communication of any kind should ever be interpreted as such.
VERY IMPORTANT: Because of financial regulation imposed on Registered Investment Advisors that forbids the provision of services more than six months after they are paid for, no more than 180 days may elapse between the date of purchase of the card and the date that the session paid for by that card takes place for the card to remain valid. In other words, the gift card will always expire six months after the date of purchase. Please bear this mandatory timeline in mind when purchasing a card, since unfortunately no exceptions can be made.
PRICING
One Gift Card for a two-hour session (individuals only) .. $489
One Gift Card for a three-hour session (individuals or couples) .. $689
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Five two-hour Gift Cards .. $2150
Five three-hour Gift Cards .. $3100
Purchase of more than five cards at one time .. contact us for discounted pricing
Gift cards for sessions for an individual can be bought for either two hours or three hours. Gift cards for couples are only available for three hour sessions.
Gift card purchasers and the individual or couple for whom the gift card is purchased - the “eventual card user(s)” - cannot be the same person on the same card. Single Sessions are available for anyone looking for a session for themselves.
The eventual card user(s) will be required to complete and sign a client engagement agreement in advance of the session. The card purchaser will have no further administrative obligations following the purchase.
The physical card must be presented by the card user at the time of the session. Anglia Advisors is not responsible for replacing lost, stolen or expired cards (see below for important information about card expiries)
The firm’s stringent privacy and confidentiality obligations to the card user(s) following signature of the client engagement agreement will be strictly adhered to in their entirety, including in relation to the card purchaser for whom the purchase provides no special access to the protected private information of the card user(s). The advisor will not disclose to the card purchaser the nature or detail of discussions, recommendations or conclusions reached during the session with the card user(s) without the express written permission of the card user(s).
Purchases will be invoiced for and these invoices may be paid using Zelle, Google Pay or Advice Pay.
CARD EXPIRIES: because of financial regulation imposed on Registered Investment Advisors that forbids the provision of services more than six months after they are paid for, no more than 180 days may elapse between the date of purchase of the card and the date that the session paid for by that card takes place for the card to remain valid.
In other words, the gift card will always expire six months after the date of purchase. Please bear this mandatory timeline in mind when purchasing a card, since unfortunately no exceptions can be made to this expiry deadline.
CORPORATE BULK PRICING: For companies or individuals interested in bulk buying of cards (6 or more at any one time) to offer to employees, as corporate gifts or any other reason, please contact us for details of bulk buying discounted rates.