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Resident
Financial Roadmap
$65-85/month
Budget
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Track past and current speanding
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Develop a budget to maximize income.
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Implement technology to keep you accountable.
Safety net
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Assist with emergency fund
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Determine insurance needs
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Analyze what you have
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Shop for the right coverage and discounts.
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Help you apply and secure the policy.
Debt
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Analyze your student loans
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Organize your credit cards
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Determine best payment method
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Refinancing options
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Track progress
Future
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Set retirement and other financial goals
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Determine how much you can save and where.
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Open investment accounts
What is Financial Planning?

"An unintentional life accepts everything and does nothing. An intentional life embraces only the things that will add to the mission of significance.”
-John C Maxwell
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