Broker Check

Financial Planning for Young Adults

The AIS Accountability Program

The AIS Accountability Program was created to help millennials build a secure financial foundation. The program is for anyone in their 20s, and 30s, who are serious about getting their finances in order and need help making the right financial decisions in their current life stage. The AIS Accountability Program was designed to meet you wherever you’re at whether you’ve got a high net worth or a negative net worth, we believe you can have access to a CEFTIFIED FINANCIAL PLANNER™ Professional.

How We Help

We’re flexible, we engage with our clients as much or as little as they need depending upon their preferences and financial situation. We might create an entire financial plan or simply help a client get money invested in the right way for them.

Comprehensive Financial Plan:

Just as a trainer builds a workout regimen for a client to follow according to thier fitness goals, we’ll build out a customized comprehensive financial plan to follow for your financial goals.

One Time Financial Plan: We’ll build the foundation for your financial growth and you’ll receive an action plan to help you make it a reality.

Ongoing planning: We’ll develop a plan to help you realize your goals. When life happens, we'll work together to adjust your plan and address all that life brings you all while having access to our amazing financial planning software WealthVison.

Investments Only

Do you just need help getting money invested, but are a little intimidated on how the entire process works and would like to have a financial planner walk you through it? We’ll help you determine the best type of account, what type of investment is right for you, and how much you should be investing based on your current situation.

Planning Topics Covered

When we create an entire comprehensive plan some of the topics that we can cover are:

  • Debt reduction strategies
  • Creating a monthly budget
  • Employee Benefit Review
  • Investing Basics
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Consultation

Purpose

We want to partner with you to get your finances in order, provide the accountability needed to make proactive financial decisions, and empower you with the education and resources in order for you to continually make great financial decisions that give you financial freedom.

We realize you’re no financial guru and our commitment to you is to not talk over your head and to give you actionable financial advice, so you know exactly what you need to do after working with us.

Financial planning offered through LPL Financial, a registered investment advisor.