A mutually designed “Action Plan” will be designed integrating your objectives and utilizing your entire advisory team which generally includes your accountant and attorney. Responsibilities are assigned and agreed upon along with commitments to the completion of various tasks. Either we, or another member of your advisory team, can take the lead to reduce the amount of time you spend to monitor the progress of your plan. The plan can be based upon a singular objective or a need for ongoing resources.
Workplace Financial can assist with creating a plan and help build a strategy that works for your company.
It amazes us every year how many parents wait to start the college planning process until the second half of the students Junior year only to find out that if they had started earlier.
The two keys to a successful college planning experience are educating yourself (the earlier you start, the better off you will be) and developing a plan or road map which will guide you to the best possible route.
Workplace Financial can help you build a strategy that will fund college and allow your children to retire in style.