A New Service for Windsor Wealth Clients
We have all been there, young and adult, just starting a full-time job and not sure how to organize my finances: I remember asking – what is my first priority?
We are willing to help the younger versions of ourselves by offering financial advice to your kids and grandkids.
There is so much opportunity at this age to eliminate mistakes, ignore the myths and create a simple but effective path towards the future. It all starts with a meeting. We can help your kids get started the right way. And if they have a unique or special circumstance, we’ll help them sort their priorities.
During these meetings we typically discuss topics such as saving for a new house, paying down debt, starting an emergency fund, selecting employer benefits and all the details leading towards a successful financial journey: the start towards financial adulthood.
This meeting is a cost-free courtesy for your family as our client. If you think your child or grandchild could benefit from a meeting with us, please let us know and we can reach out to them, or they are welcome to contact us.
Thank you for your relationship and we look forward to hearing from you.
Windsor Wealth Planners & Strategists