2021 Discovery Meeting Push

Oh look, another "Happy New Year" email from some company that randomly has my email

January 02, 2021

  Happy New Year! 

This has been a wild year and it feels great to wave goodbye. 

The start of the new year is also a phenomenal time to reassess your finances. Whether it’s developing a savings plan, planning for retirement, or investing for the first time, there’s no better time to get started. Let’s check off financial security on your 2021 to-do list! 

For the month of January, you can use the meeting link below to set up a Discovery Meeting and we’ll write you a free financial plan.

We’ll talk for about an hour, get an understanding of your financial ecosystem, then deliver the plan in a few days.  

What’s in the plan?

  1. An outline of your spending that separates “essential” from “non-essential” spending

  2. A recommended saving routine with automated deposits

  3. Outline recommended investments - which can be HC funds or not!

  4. Handle any personalized needs - debt paydown, tax planning, estate planning

You’ll leave with a blueprint to build your wealth in 2021. 

Warm regards,

Nate Hoskin, Chief Investment Officer

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