EDUCATIONAL RESOURCES
Foundational Financial Planning
Developing a solid financial foundation takes time and discipline and yes, knowledge. You may have some of the basics figured out – learned from your parents, through school, talking to your peers, or doing your own research.
Foundational Financial planning starts with the basics:
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Debt management
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How much to have in an emergency savings account
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Cash flow and expense management
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Understanding the basics of investing.
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Best way to save for retirement.
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When to purchase a home and type of mortgage.
Through WPR’s Financial Foundation program, we provide educational resources and the basic knowledge of how to get started on a plan. In addition we provide resources to parents to help their kids be smart about money.
Our Financial Foundation planning service for those who need to get started with a plan. We cover the basics of cash flow management, debt management, building an emergency funds, strategies for your 401(k) and IRA savings, and getting started in investing.
To get started:
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Schedule an introductory call to learn about your goals
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Gather your financial information
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Provide a plan of action
Or call us: 781.547.5620
Below are some examples of planning advice we give:
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Assist in developing a budget and analyzing cash flow needs. We provide you with a detailed spreadsheet to help build your cash flow plan.
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Best strategy to build up an emergency fund.
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Basics of investing on best way to save for the long term
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Help you understand the different ways to save for your retirement: 401(k), 403(b), IRA, Roth-IRA – and how much to save to set yourself up for the future.
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When is the right time to buy your first home and how much to save for a down payment.