Licensed professionals review client-provided assets and liabilities, then detail personalized plans to help meet financial goals
About This Deal
- $142 for a one-hour personal-finance consultation (a $250 value)
For the first 30 minutes, clients provide information on their current assets and liabilities and explain where they’d like to be financially in the next one to five years. For the second half of the consultation, one of Things That Matter’s experts gives a professional analysis of the client’s current status and details a customized plan to achieve any financial and future goals.
Need To Know
About Things That Matter
Financial stability and insurance are not insignificant to most of us, and that fact inspired the name of Things That Matter. A team of financial experts that includes legal, real-estate, financial-planning, and insurance specialists sets out to give clients informed, unbiased advice on how to organize their funds to feel secure and improve their assets for future generations. The team specializes in retirement planning and veterans' pensions, under Title 38, and also offers workshops on eight essential subjects and one-on-one consultations to help clients maximize their financial and future portfolios.