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:

  • Debt management

  • How much to have in an emergency savings account 

  • Cash flow and expense management

  • Understanding the basics of investing. 

  • Best way to save for retirement.

  • When to purchase a home and type of mortgage.

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Financial Advice for Teens 

We can help you learn how to better plan for your future.

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Financial Resources for Millenials

With our financial guides, you can learn how to create goals for your future.

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Financial Planning for Parents

Learn Nine Steps to raising money-smart children.

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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.

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To get started:

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  • Schedule an introductory call to learn about your goals

  • Gather your financial information 

  • Provide a plan of action

Schedule a Call

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. 

  • Best strategy to build up an emergency fund. 

  • Basics of investing on best way to save for the long term

  • 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. 

  • When is the right time to buy your first home and how much to save for a down payment.