Strenghtening Families with Trust and Understanding
The Personal Financial Checkup℠ (PFC) is a process used to identify financial needs and goals to help families make more informed decisions about their finances. PFCs are no-cost, no-obligation, meetings between individuals and our licensed Associates. During a PFC, our Associates meet with individuals, listen to their goals, evaluate their situation, and explain fundamental financial principles in understandable language.*
Our Associates are trained to never “sell” any product or service during an initial meeting. This approach enables families to assess their own situation without any unnecessary sales pressure.
Call me if you are interested in having a PFC done. I would gladly sit down with you.