The kickstart you need. Bite-sized access to qualified personal finance and investment experience.
single session features
Agenda completely set by client/advisor in advance, some typical examples of the items that can be discussed are:
One or more private sessions of two or three hours each, with more available at any time or change to Per Hour planning following the session
Issues addressed during consultation wherever possible, by follow up email otherwise
After the session, you will receive a summary email with recommendations and personal finance resources
2 weeks of unlimited email access to your designated CFP® professional to deal with any questions that may arise
Unlimited introductions/referrals to financial and legal specialists in our Professional Network
- Discussion of your estate plan with access to Anglia Advisors/Helios Estate Planning Services** or a referral to appropriate attorney if needed
Your own complimentary custom Spending/Cash Flow Tool
Your own complimentary Estate Readiness Checklist
Your own complimentary copy of our Important Tax Numbers Chart
Your own complimentary Educational Appendix, explaining important personal finance concepts and strategies
Complimentary sign-up any Anglia Advisors personal finance newsletters
Generally, a two hour meeting can deal with one or two financial areas, depending on depth and complexity
Generally, a three hour meeting can deal with two or three financial areas, depending on depth and complexity
Available Portfolio Management (optional, no minimum investment required) with an integrated High Yield Savings account for high-interest cash management and a no-fee checking account
All sessions are conducted under the Fiduciary Standard
** optional, but subject to an additional fee
Examples of commonly-requested Single Session agendas:
- Full, detailed analysis and recommendations of existing investment and retirement accounts and suggested future investment strategy. A “second set of eyes” on accounts that may be currently allocated and/or managed by other financial advisors, accountants, insurance agents, your brother-in-law etc.
- My retirement planning, is it on track?
- Workplace benefits review and recommendations , including 401k/403b etc
- We just had a child - or are about to have one. What do we need to get in place for college planning? How much should we be saving and where should we be saving it?
- Real estate purchase exploration, viability analysis, effect on broader finances, professional connections
- Potential life and disability insurance needs
- Credit development considerations and strategies
- Broad analysis of debt management (student loans, credit cards, consumer loans etc.)
- Analysis and recommendations of financial issues arising from recent divorce or widowhood
- Analysis and recommendations of issues arising from recent college graduation and entry into the workforce
- Analysis and recommendations of issues arising from a sudden wealth or inheritance situation