Top 4 reasons to schedule a summer “check-in”
We know how busy your school year can be. That makes summertime the perfect time to schedule a “check-in” with your Financial Advisor. Here’s why:
- You have the time! Sure, you deserve to relax after a stressful school year, but make a little time to schedule a meeting early on. Then, relax in the sun knowing your finances are in check.
- You owe it to yourself. You spend all school year nurturing others. It’s time to take some time to focus on your own financial well-being.
- Advice you can trust. Educators financial specialists are salary-based (not commissioned), which means we have your best interest at heart. We’ve been providing unbiased, education-specific financial advice since 1975.
- You’ll have more money in your pocket. A recent study showed that households who received financial advice had over 4 times more financial assets than those who were non-advised.
By taking a little bit of time out of your summer, you’ll set yourself up on the road to financial wellness all year long. Book your appointment now.
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