Not sure what age is the best to start planning your finances? Wondering if you even need financial planning? We answer these questions and more below!
Hell NO. Not with us anyway. At Green Cedar Finance, everyone deserves financial planning advice, not just people with massive wads of cash lying around.
Absolutely! While we’re based in Raleigh, we work with clients from all over North Carolina.
Do you want an honest answer? The minute you get your first job and start making money. We know that’s impossible though. So, with today’s living costs, it’s never too early.
To get out of debt, achieve your life goals, buy your first home, eat all the avocados you want, build a house made of avocados. What do you want out of life? How much money will get you there? That’s what financial planning is for.
The best financial planning is ANY. But, there are a few key areas we focus on that make the biggest difference, including: (take a deep breath if you’re reading this out loud)
Debt management, retirement planning, emergency funds, cash flow and budgeting, investment management, estate planning, insurance coverage, tax planning, and business owner planning. (And breathe!)
We try to make financial planning as accessible as possible for people with all budgets. Contact us for a custom quote.
A financial planner is someone who helps you create a strategy to meet long-term financial goals, whereas financial advisors (like us) help manage your money, including investments, and other accounts.
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